“When clients trust you with their financial goals it is up to us to educate them through their financial journey“
Upon meeting Dan Robertson, you will feel a sense of familiarity and comfort that comes from his experience in the finance sector which spans more than twenty years. Dan Robertson is a qualified Financial Planner and is known for his commitment for creating successful portfolios through supported strategies.
Dan’s finance career began in the 90s managing a regional Queensland Building Society. After leaving the South East Queensland financial institution, Dan became a Partner of a Sunshine Coast accounting and financial services business before going on to become Owner Director of his own financial services firm in Gympie.
Dan works closely with individuals, families and business owners who wish to create trustworthy relationships. Dan knows that his clients personal and business circumstances can change with the ebbs and flows of life, which is why he considers himself a personal concierge who always has his finger on the pulse maintaining constant contact with his clients. His sincere client relationships are a result of his passion in providing tailored solutions to those who are willing to embrace informed, goal-orientated strategies.
Dan’s colleagues describe him to be the quiet listener who puts the spotlight on his clients with a client-first approach in advising. They believe his considered approach to all areas of planning is at the heart of his harmonious client relationships.
Dan’s clients, many with complex personal and business situations, have credited his skill to advise on all services of planning, from insurance advisory services through to maintaining a valuable portfolio. His holistic approach and compassionate view on educating his clients on the ‘why’ and ‘how’ finances work, supports the strong bond he has built in the community.
Dan’s love of community and understanding of small and large business makes him an experienced ‘all-rounder’ uniquely qualified to deliver professional advice.
“I want my clients to gain a valuable portfolio through education. I want them to grow through their financial journey and come out stronger at the other end!’