Daniella is an experienced financial adviser with over a decade of expertise in helping clients achieve their financial goals. She has worked extensively with wealth accumulators, pre-retirees, and post-retirees, providing tailored strategies for high-net-worth clients and individuals at every stage of their financial journey.
Daniella spent over six years of experience with Viridian Advisory, where she served as a Senior Financial Planner, delivering comprehensive strategies to help clients build, manage, and protect their wealth. Prior to this, she advised high-net-worth clients at St George Private Bank (licensed by BT Financial Group), developing deep expertise across superannuation, insurance, succession planning, SMSFs, investments, and gearing. Earlier in her career, Daniella gained four years of experience in compliance, business banking, and corporate banking, establishing a strong foundation in risk management, governance, and financial strategy.
Passionate about financial literacy, Daniella advocates for educating and empowering women, particularly young women, on the importance of budgeting and long-term financial planning. She is actively involved with the Stella Network, an initiative of the Westpac Group supporting aspiring female financial planners, and is a proud member of both the Financial Advice Association Australia (FAAA) and the Financial Planning Association (FPA).
Daniella holds a Bachelor of Commerce in Economics and Human Resources from the University of Wollongong, as well as a Diploma and Advanced Diploma of Financial Planning from Kaplan Professional. Her combined experience, technical expertise, and commitment to client education make her a trusted adviser for clients seeking guidance in all aspects of financial planning.
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