Cassie Daniels

I joined the team in late 2018, having worked in the financial services industry for over 8 years  - six have been supporting Medical & Dental professionals nationally. I hold a Diploma in Financial Planning and have a strong background in operations management, relationship management and life insurance advice practices. I enjoy challenging myself professionally and personally.

Outside of the office I enjoy travelling, spending time with my partner, friends and family and keeping my Physiotherapist & Voltaren in business by participating in fitness challenges. I believe firmly that a happier life is lived if you always have a holiday planned to look forward to.


Latest News

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Socially responsible investments - The winds of change

Posted by Alex Menzie on 16 June 2020
Current social events have, once again, reinforced the importance of investing time a...

Covid-19 Business Concessions

Posted by Matt Connor on 25 March 2020
The Australian and state governments have announced a number of concessions designed ...

Commit to the line

Posted by Neal Durling on 13 March 2020
Like everyone, I have passions outside of my family and work; perhaps the greatest of...
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The information on this site is of a general nature. It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions.

The financial planning services are provided by Medical Financial Pty Ltd trading as Medical Financial Planning (AFSL 506557)