Daniel Gumley
Director - Senior Strategy & Investment Adviser at Evans & Partners
Based in Melbourne, Australia
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Seniority
Director
Department
Finance & Accounting
Location
Melbourne
Industry
Financial Services
Company size
163
Contact information
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d•••••••@evansandpartners.com.au
Phone
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Background
About Daniel Gumley
I am passionate about enabling families and individuals to develop and maintain a tailored financial and investment strategy based on an in-depth understanding of each client's needs and objectives, current market conditions, the legislative environment, and the wealth creation, tax management and structural options available. As a Certified Financial Planner (CFP®), and with almost a decade of industry experience, I have proven expertise in- Providing tax-effective wealth accumulation - Optimising your superannuation (incl. SMSFs and defined benefit superannuation)- Advice and management of your investments - Investment structures & tax management - Retirement planning - Broader financial planning areas. Please get in touch for a confidential discussion to gain a better understanding of your unique objectives via dgumley@evansandpartners.com.au, or via LinkedIn. Daniel Gumley
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