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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Coronavirus - is it time to panic yet?

Posted by Neal Durling on 27 February 2020
"When the facts change, I change my mind. What do you do, Sir?" - Keynes ...

Important legislative change to income protection insurance: What you need to know

Posted by Alex Menzie on 24 February 2020
In December last year, The Australian Prudential Regulation Authority (APRA) announce...

Hot stocks for 2020!

Posted by Alex Menzie on 20 January 2020
Over the last month, you've undoubtedly seen articles with variations of the foll...
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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)