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Since moving to Australia from Mexico over 10 years ago, Daniel has gained a wide breadth of experience within the Australian wealth management sector, having worked in Industry Superfunds, Private Wealth, and Family Office advisory. Daniel has a real passion for helping people better understand and fulfill the potential of their personal finances, so they can live the life they choose.
As Head of Wealth at Liston Newton, Daniel is licenced to provide advice across investment planning, superannuation, self-managed superannuation funds, personal insurance, aged care, estate planning and many other specific areas.
Outside of work, Daniel enjoys reading, kite surfing, downhill cycling, playing drums and traveling when clients allow him to.
"The only person you are destined to become is the person you decide to be. Life’s too short to think small"
We know how to grow a sustainable business, having done just that for the past 40 years. And now we can help you succeed too.
