Daniel Bergman
Private Client Adviser
We seek the cultivation of knowledgeable, strong relationships with our clients. In a growing world of offerings and solutions, we tailor needs and objectives to service the best interests of our clientele.
Introduced to investing by his father at an early age, Daniel's passion for financial markets has developed into a rewarding career as a Private Client Advisor. Daniel's experience and expertise assists clients throughout the investment cycle and life, allowing for growth, protection and understanding. This extends to accumulation, retirement planning, investments and Self Managed Super Funds.
Daniel has been working within the Financial Sector since 2012 and as a Private Client Advisor since 2014.
Investment Style
Daniel works closely and consistently with clients to construct personalised plans, execution and maintenance of portfolios. While the focus is predominately large ASX listed businesses, Daniel's knowledge introduces International equities, funds and alternative investments to the investment selection. In doing so, clients are able to attain a greater diversification, coupled with a strong knowledge base and an understanding of current market trends and movements.
Services and Specialties
Portfolio Administration
Wealth Management
Fixed Interest and Cash Management
Stockbroking
Self-Managed Super Funds
Financial Planning
Qualifications and Professional Affiliations
FPC002B Ethics and Professionalism in Financial Advice
FPC003 Superannuation and Retirement Advice
Accredited Derivatives Advisers Level 1
Diploma of Financial Planning
FPC001B Economic and Legal Context for Financial Planning
Margin Lending Accreditation Program
Associations
No items found.
Competencies
Derivatives Level 1
Superannuation
Financial Planning
Managed Investments
Generic
Securities
Margin Lending
I am employed by Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of percentage of fees.
