Meet Daniel Nalder


Daniel Nalder

Financial Advisor | Senior Associate

Football Coach • Fisherman • Lawn Groomer


Daniel has been a valued member of the Strategem team since 2012. In that time he has helped enrich the lives of hundreds of clients.

Daniel loves getting to know his clients on a personal level. He has a genuine interest in the lives of his clients and enjoys catching up on their news when he sees them.

Outside of the office, Dan is the coach of the South Bendigo Reserves Football team. He also loves a bit of fishing and is a proud lawn groomer.

 

Skills

- Passionate about working with clients to achieve financial security and live out their dreams

- Experienced in dealing with investment portfolios and social security

- Experienced in navigating the complex aged care system

- Proficient in providing investment advice and pre & post retirement advice

- Experience in superannuation and SMSF

 

Credentials/Qualifications/Community

- Bachelor of Accounting

- Graduate Diploma of Financial Planning

- FAAA Aged Care Specialist

- FAAA AFP Practitioner Member - Financial Advice Association Australia

- Coach of the South Bendigo Football Club Reserves Team

 

See Daniel in Action:

Daniel’s Client Feedback:


Recommended Blogs:

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