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 Adviser. 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 Adviser 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
Stockbroking
Wealth Management
Financial Planning
Fixed Interest and Cash Management
Self-Managed Super Funds
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Accredited Derivatives Advisers Level 1
Margin Lending Accreditation Program
Associations
No items found.
Competencies
Derivatives Level 1
Securities
Managed Investments
Margin Lending
Superannuation
Generic
Financial Planning
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.
I am employed by Forefront Financial Services which operates the business of Morgans Financial Limited - Milton and Springfield - Ipswich. My employer remunerates me as your adviser by way of percentage of fees.
