Authorised Representative (No – 292829) of Executive Risk Advice Pty Ltd. Executive Risk Advice is a Corporate Authorised Representative (No - 401389) of Dynami Financial Services Pty Ltd
Daniel commenced his professional career in 2003 and has held senior roles as a Corporate Account Executive. He established his own business in 2011 to focus on advising individuals, couples, families and business clients with regard proactive wealth creation through carefully structured advice. Daniel advises clients across areas such as superannuation, investments, estate planning and appropriate personal protection - The end goal is to provide confidence, control and certainty of financial outcomes for clients. Daniel is a director and shareholder of Executive Risk Advice Pty Ltd and a responsible manager of Dynami Financial Services Pty Ltd.
Authorised Representative (No – 416029) of Private Wealth Services Pty Ltd. Private Wealth Services is a Corporate Authorised Representative (No - 414533) of Dynami Financial Services Pty Ltd
Louis established Private Wealth Services after 12 years heading up the wealth advice team for NAB Private Wealth. Louis is a Director and shareholder of Private Wealth Services Pty Ltd and is a responsible manager of Dynami Financial Services Pty Ltd.
Authorised Representative (No – 001273340 ) of Executive Risk Advice Pty Ltd. Executive Risk Advice is a Corporate Authorised Representative (No - 401389) of Dynami Financial Services Pty Ltd
Raiha started her career in customer services and consulting, working for in the private and public services. In 2011, Raiha was recruited by Dynami Financial Services and took up a client services/adviser support role with the Executive Risk Advice team. Raiha has completed the relevant qualifications to allow her to move into an advisory role.
Melanie was a telephone broker on the London International Financial Futures Exchange (LIFFE). In 1999 Mel embarked on a career at MasterKey Custom a subsidiary of MLC/NAB. She worked there for over 10 years and had various roles from Executive Assistant, Asset Transfers, Complaints Manager to the Service Centre Manager for Administration. Mel has always had client facing roles and enjoys the interaction with clients even in difficult situations. She strongly believes staff make the difference between a good company and a great company.
Authorised Representative (No – 235867) of Mullins Financial Planning. Mullins Financial Planning is a Corporate Authorised Representative (No - 442640) of Dynami Financial Services Pty Ltd
Paul commenced in the Financial Planning industry in 1998, following 10 years with the ANZ Bank. Paul has held the designation of Certified Financial Planner (CFP) with the Financial Planning Association since 2001. Commencing his own business in 2003 Paul provides advice on superannuation accumulation, retirement planning, wealth accumulation, margin lending, risk insurance and estate planning. Paul is a director and shareholder of Mullins Financial Planning Pty Ltd.
Monique has worked in Administration for over 25 years gathering extensive experience in the procedures and complexities of law, engineering, mining (oil & gas) and the financial industry.
In her role as Client Service Officer, Monique aims to provide clients with exceptional service during the implementation and ongoing administration of their wealth creation and protection strategies.