SA State Wealth and Financial ServicesRobert Daniel
Robert 'Bob' Daniel has worked in financial services since 1981 — a career of more than four decades including management, agency and advisory roles with AMP, TAL and AXA. Bob holds a Master of Taxation and Financial Planning, a Diploma and Advanced Diploma of Financial Services (Financial Planning), and a Professional Certificate in Self-Managed Superannuation Funds.
Bob advises across investment and life insurance products, superannuation and self-managed super funds, securities, managed investments, retirement savings accounts, and deposit and payment products. Clients benefit from judgment developed over four decades of watching the industry, and its products, evolve.