Meet Daniel Nalder
Daniel Nalder
Financial Advisor | Partner
Footy Fan • 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.
We are proud to celebrate Dan’s appointment to Partner of Strategem in July 2025. A reflection of his dedication and commitment to both his clients, and his colleagues.
Outside of the office, Dan is a football fan. 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:
Listen to Daniels’s Podcast Interview on the Enriched Wealth Podcast:
Daniel’s Client Feedback:
The Strategem representative was well prepared to respond to my questions prior to the appointment and followed up promptly.
- Fiona
Daniel took his time to explain the different strategies we were using. I could understand what he was speaking about and he answered my questions to my satisfaction. He is always pleasant and easy to communicate with.
- Jean
Met all expectations. Information provided was clear and we never felt rushed
- John and Julie
Daniel knows his stuff and can readily explain my financial situation to me and make meaningful suggestions.
- Bev
As always Daniel was so professional but friendly. His financial advice was extremely helpful & I'm confident that my funds are in good hands.
- Christine
Daniel always clearly explains why he is giving the advice he is. I appreciate his advice greatly. Thank you very much.
- Bev
As always, this morning's session was very useful and I really appreciate Daniel's advice.
- Bev
Thank you, Daniel, for your continued financial advice and support, which I find very beneficial.
- Bev
Daniel gave good advice and always covers our concerns in a professional manner.
- Marcia
A very professional meeting where my adviser was very well prepared. He had an excellent knowledge of my investment portfolio.
- Neville
Daniel continues to keep us updated on our financial position in a professional and informative manner.
We appreciate his knowledge and recommendations, and look forward to him providing us with the high level of advice we are receiving.
- Robert and Marlene
Are you a client of Daniel?
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