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Daniel Ward

Client Manager

Daniel grew up on the Mid North Coast before moving to the Central Coast in 2019 to begin his career in accounting. He holds a Bachelor of Commerce from the University of Newcastle and is a Chartered Accountant and CA SMSF Specialist.

Daniel enjoys building strong relationships with his clients and values the trust they place in him. He’s passionate about helping people reach their financial goals, taking the time to understand where they are now and guiding them toward where they want to be with clear, practical advice.

Outside of work, he enjoys spending time with his fiancée and young son, heading off on spontaneous adventures, and catching a good movie at the cinema.

Want to Work With Us? Apply Today.

We’re always looking for bright, talented and enthusiastic people to join our growing team. Send us your resume and let’s chat!

Apply today.

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