Daniel Ellis

Daniel Ellis is a Director and Financial Planner with experience in providing strategic financial advice to individuals, families, and business owners. He specialises in superannuation, retirement planning, personal insurance, and wealth structuring, with a strong focus on delivering practical and tailored solutions that align with each client’s long-term objectives.

Daniel is known for his clear communication style and ability to simplify complex financial concepts, helping clients make confident and informed decisions. He works closely with clients to develop and implement strategies across superannuation, investments, insurance, and cash flow management, ensuring their financial position is structured efficiently and sustainably.

In addition to his financial planning expertise, Daniel brings a strong understanding of tax and accounting considerations, allowing him to provide holistic advice that integrates both wealth and tax outcomes.

He holds a Bachelor of Commerce (Finance) from USQ and is a Commissioner for Declarations in the state of QLD. He is also a Chartered Retirement Planning Counsellor (CRPC®) and an Accredited Behavioural Finance Professional (ABFP®). In his spare time, Daniel enjoys travelling, attending sporting events and playing golf.