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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Are you planning your journey to financial independence?

Posted by Sean O'Kane on 1 October 2019
Upon finishing their years of training, many medical specialists make hasty financial...

Making decisive decisions | Do you make decisions like a teenager?

Posted by Alex Menzie on 8 August 2019
A few weeks ago, I made the decision to buy a bike and ride to work off the back of ...

When the default is damaging | Is your life insurance policy set in stone?

Posted by Sean O'Kane on 18 June 2019
Trivial pursuit question what does guaranteed renewable insurance mean? Guarante...
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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)