Daniel Sutherland
Private Client Adviser
I provide my clients with transparent and personal advice that allows them to live their dream life and have the confidence to do what’s most important to them.
Dan started his career in financial planning from the ground up, gaining experience in all areas from client services to wealth management. He holds a Bachelor's degree in Finance and an Advanced Diploma of Financial Planning. Since 2018, Dan has been advising young professionals, parents, business owners, and retirees, focusing on achieving their goals through investment advice and the right financial plan.
Investment Style
Dan's investment philosophy focuses on long-term growth through a diversified portfolio, prioritising steady income while preserving capital. He actively manages portfolios to seize market opportunities and mitigate risks, employing strategies involving direct Australian and international shares, managed funds, and ETFs. Dan tailors his approach to each client by understanding their goals, risk tolerance, and income need, ensuring a personalised and effective investment strategy.
Services and Specialties
Investment Advice
Financial Planning
Fixed Interest and Cash Management
Retirement and Estate Planning
Wealth Management
Superannuation Advice
Qualifications and Professional Affiliations
Advanced Diploma Financial Planning
Ethics and Professionalism in Financial Advice
Bachelor of Commerce (Finance & Marketing)
Diploma of Financial Services (Financial Planning)
Associations
No items found.
Competencies
Superannuation
Life Insurance
Generic
Financial Planning
Securities
Managed Investments
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of salary and percentage of fees.
