Daniel Wright
Financial Adviser
Education and Accreditations
FPA Associate Member
Bachelor of Business
Bachelor of International Studies
Diploma of Financial Planning
Why are you in the finance industry?
Growing up on a farm and watching my parents’ budget and manage their finances on two paychecks a year was something that instilled a deep respect for conservative and conscious money management in me.
What do you do outside of work?
I describe myself as a footy tragic and over the past few years developed a love for hockey.
What do you enjoy about working at Heard Financial?
I have always been passionate about helping clients methodically prepare for the future and enjoy seeing the long-term difference that informed, sensible decisions make, as opposed to stock picking or punting on the share market. I love how the Heard Financial team strongly believes and actively pursues this mentality as well.
Education and Accreditations
FPA Associate Member
Bachelor of Business
Bachelor of International Studies
Diploma of Financial Planning
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