Welcome to my blog! Here, I provide insights and guidance for South African expats on their financial journey in Australia.
My Story
Hi, I’m Dan. My journey to Australia began in 2019 when I decided to expand my career in financial planning. Although I qualified, the pandemic threw a wrench in my plans, delaying my move. But I didn’t let that stop me. I started working online for Lime Financial Planning, adjusting to Melbourne time zones while living in Bloemfontein. This meant starting my workday at 1am, determined to make my dream a reality.
Like many expats, I found the planning, financial commitment, and journey of finding my feet in Australia challenging. However, these experiences only strengthened my resolve and broadened my skills. In 2021, I joined Tribeca Financial, who sponsored my visa to come to Melbourne. Now, I’m proud to call this vibrant city my home.
At Tribeca Financial, I specialise in helping expats navigate their financial journeys. Whether it’s retirement planning, investments, or cashflow management, my goal is to provide personalised advice to my clients that helps them thrive in Australia.
Qualifications
I hold the Certified Financial Planner® designation in Australia. I am members of the Financial Planning Institute of South Africa (FPI) and the Financial Advice Association Australia (FAAA). My qualifications include Graduate Diplomas in Financial Planning in both Australia and South Africa. I am also a Registered Tax Practitioner with the South African Revenue Service (SARS).
Experience
With over 14 years in the financial planning industry, my journey began in South Africa and expanded to Australia. I focus on goals-based, wellbeing-centred financial advice. Licensed in both countries, I specialise in helping expats enhance their lives in Australia through personalised financial planning. My expertise includes retirement planning, investments, cashflow management, insurance, and estate planning, aimed at empowering you to make informed financial decisions.
Clients
I specialise in providing financial planning advice to professionals, particularly those who have moved from South Africa to Australia. Understanding the unique challenges and opportunities faced by expats, I offer tailored advice to help you navigate the complexities of a new financial landscape. My clients range from young professionals starting their careers in Australia to settled families looking to secure their future.
