Education
Bachelor of Commerce · Finance
Southern Coast University · 2013
Graduate Diploma · Financial Planning
Australian Institute of Financial Studies · 2018
Clear advice.
Considered
decisions.
Personalised financial advice to help you
build, manage and protect your wealth
with confidence.
About Daniel
I’m Daniel Hayes, an Australian financial adviser based in Melbourne. I help individuals, families and business owners make clear, practical financial decisions for today and the future.
My approach is grounded in open conversations, a deep understanding of each client’s goals and a focus on long-term financial wellbeing. I enjoy turning complexity into straightforward plans that give people confidence and control over their financial lives.
Experience
2014–2018 · Financial analyst
Analysed financial information, prepared insights and supported investment and planning work.
2018–2022 · Financial planning associate
Worked closely with advisers to develop client strategies, research options and deliver plan recommendations.
2022–Present · Adviser
Provide personalised financial advice, develop tailored strategies and build long-term client relationships.
Awards & recognition
2023 · Client Education Award
Recognised for making financial concepts
clear and practical for clients.
2024 · Community Financial Literacy Recognition
Acknowledged for contributions to improving
financial literacy in the community.
Portfolio overview
A$45m
Assets under advice
80
Client households
Client focus
Professionals
Building wealth, managing complexity and planning ahead.
Business owners
Aligning personal and business financial goals.
Families
Creating financial security and long-term options for what matters.
Services
Financial planning
A clear, structured plan aligned to your goals and priorities.
Investment guidance
Practical, long-term investment strategies to help grow and manage your wealth.
Retirement planning
A tailored approach to give you more choice and confidence in retirement.
My process
Understand
Get to know your goals, priorities and current financial position.
Plan
Develop a personalised strategy with clear, practical steps.
Review
Stay on track with regular check-ins and updates as your needs evolve.
FAQ
Who do you work with?
I work with individuals, families, professionals and business owners who want practical financial planning shaped around their goals.
How is the advice personalised?
The planning process starts with your priorities, financial position, time horizon and attitude to risk. Recommendations are discussed with you before any next steps are agreed.
How often do we review my plan?
We agree a review schedule around your needs, with additional conversations when your circumstances or priorities change.
Get in touch
Have a question or want to discuss your goals?
Send a message and I’ll be in touch.