Daniel O’Leary is a Financial Planner AFP® with over 15 years’ experience in the private wealth management and financial planning industry, predominantly by working in boutique independently owned firms not aligned to any institutions or investment products.
Daniel’s main areas of specialization and experience are centered around investment management and strategy requirements of wealth preservation and growth, with the primary aim of financial security for current and future generations. This experience extends to the complex structures of Self Managed Superannuation Funds, Trusts and Companies. Through the thorough assessment of family trust, company and superannuation vehicles and their structures, Daniel ensures that Riviera clients are set up for the long term with their taxation liabilities minimised and their valuable assets protected.
Daniel also recognises the importance of being able to work closely with clients’ existing trusted accountants and other financial service providers, ensuring that clients’ assets are in the right vehicles from a tax efficiency and asset-protection stance, whether it’s in family trusts, super funds or private investment companies. Daniel understands if this is set right first it’s just as critical as having the right investment portfolio structure.
Daniel holds an Advanced Diploma of Financial Planning, is a Self-Managed Super Funds Specialist Adviser and is in the final stages of completing a Master of Applied Finance (majoring in Financial Planning and Banking). In conjunction with his Financial Planning qualifications, Daniel is a registered Tax Financial Adviser and is a member of the Financial Planning Association of Australia (http://fpa.com.au).