Adviser

BCom (Financial Planning / Finance), Dip (Comm), Cert. IV FMB

I started my financial planning career in 2019 after finishing university with a Bachelor of Commerce, majoring in Financial Planning and Finance. I kicked things off as a paraplanner and financial strategist, where I developed strategies and wrote them up for the adviser to present to clients. Early on, I realized just how much of a difference good financial planning can make for people, which motivated me to dive deeper into the field and work towards becoming a financial planner myself.

I've worn a lot of different hats in the financial planning industry, learning a ton from each role along the way. Each role taught me something new, helping me become a better planner. Similarly, I'm hoping that what I've learned from raising our first child will mean I'm more prepared for our second one on the way but I hear they usually end up being completely different!

As an accredited aged care professional, I’m passionate about supporting our Crummunity with the often-complex decisions around aged care planning. From navigating government rules to understanding care options and financial strategies, I take pride in helping families find clarity and confidence during what can be an overwhelming time. My goal is to make aged care advice accessible, compassionate, and tailored to each client’s unique needs.

I'm all about family and love spending time with mine enjoying the beautiful Sunshine Coast beaches. I'm also really passionate about soccer, rooted in my Brazilian heritage, remains a significant part of my life. I love unwinding by playing games, whether it's online or during our weekly game nights at my in-laws.

Daniel Harvey

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