About Us
Your financial journey starts now
Practical Wealth Managers was founded with a mission to empower everyday Australians in managing their retirement planning and savings. We aim to provide insights into the intricacies of investment, encouraging clients to inquire and understand where their money is placed. Much like a personal trainer who motivates and challenges you at the gym, we serve as financial coaches, guiding you towards peak financial performance.
Our Team
Adviser Profile
This adviser profile forms part of the FSG dated 8 January 2024.
Daniel Findlay
Authorised Representative Number 232653
About
I have over 35 years’ experience in financial services, predominantly in Financial Planning, but also extensive Tax Accounting experience, and 3 years in Business Development and a State Management Role for Challenger Financial Services, Australia’s retirement annuity income specialist.
I managed my own Business Practical Wealth Managers from 2001 to 2017 with 185 Clients around Australia, and $ 60 M Funds in Superannuation with strong out performance over the long term against average Benchmark Industry returns.
I successfully completed my La Trobe University Tertiary Business Management Diploma in 1994, and a Diploma of Financial Planning and CFP status in 2003. I have since successfully completed my Self-Managed Super Funds accreditation (2010), and FASEA Exam in 2022.
I am a proud Dad to Ben, Matt, Lucy and Mary and 1 very cute granddaughter, Ruby. I love my AFL and State of Origin Rugby. I live between Melbourne and Albury, enjoy jogging and swimming, a good barbecue or a Sunday roast, gardening, live music, a good movie and a beer or 2 on the weekend, and an occasional day at the races or game of golf but Family is where I predominantly concentrate my time these days.
I am very proud to re-launch Practical Wealth Managers in conjunction with the full support of Adam Gillett and his Gillett Family Accounting Group, and we will continue to strive for a thorough, clientcentric service, where we continue to address all of your key financial objectives in a professional, reliable and secure ongoing manner.
We also will look to optimize your Super Fund’s long term return with a diversified and well performed Portfolio with ongoing support and regular reviews and re-weighting your Portfolio(s) annually, and also to secure your long term financial security with appropriate and competitive Insurance cover when required.
Please always feel free to give me a call anytime to discuss anything financial, or any health issues that might be causing you some concern for your future, or just to say G’day and discuss the footy coming up over the weekend.
Qualifications
Diploma of Financial Planning, 2003
Certified Financial Planner (2003 – 2019)
Associate Diploma of Business Management – La Trobe University (1994)
Mortgage Broker Diploma and Licensed Accreditation, 2016-2017
Real Estate and Business Brokers License (2009/2010)
SMSF National Accreditation and completion of Macquarie University SMSF affiliated course (2010)
Ioana Talakai
Office Administrator
I have over 20 years’ experience in Office Administration mainly in Risk Insurance and Employee Benefits arena. I have been in various roles over the years from Personal Assistant, Adviser Assistant, Team Leader to Service Manager to name a few. I have acquired many skills throughout my work journey and I thrive on improving the customer journey and always want to deliver an exceptional outcome for the people I work for. I am excited to be a part of a team that truly puts their clients’ needs at the heart of everything that they do.
I was born and bred in New Zealand and made the move with my family to the sunny Gold Coast in 2023. I am a dedicated mother of 4 children who keep me busy and as a family we enjoy road trips and travelling overseas to explore beautiful places, we love going to watch Rugby (go the All Blacks) and Rugby League (go the Warriors) games. I am looking forward to making Australia my new home and seeing what it can offer.
Contact Us for Any Enquiries
Practical Wealth Managers Pty Ltd ACN 16 674 089 608 is a Corporate Authorised Representative of Capital Financial Planning WA Pty Ltd AFS License 523344.
Unless specifically indicated any information in this email does not take into account any of your personal objectives, financial situation and needs. It is as intended, to be of a general nature only and NOT a recommendation to you. We will only make recommendations within an advice document. You should consider whether the information is appropriate to your needs, and where appropriate, seek personal advice from a financial adviser.
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