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Daniel Sullivan
Relationship Manager
A notable success: My restructuring of a client’s business assets released the equity in their superannuation fund. This allowed them to maintain their standard of living and achieve long-term financial security. They reduced bank debt and received higher income through the tax-effective strategies I devised.
How I help my clients: Meeting regularly with my clients provides them with lasting benefits. They are able to make well-timed investment decisions based on the most current information. Keeping in touch helps my clients in other ways too. They participate more in the accounting process and know more about it. They spend less time accounting for old transactions and more on building their wealth.
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