Daniel Cundy

Daniel provides his clients with financial wellbeing and peace of mind through professional advice, assisting to organise, manage and ultimately secure their financial futures.

Daniel has devoted over a decade of his career within the financial planning industry directly advising and ensuring the financial wellbeing of his clients. Daniel takes to heart the responsibility of ensuring that his clients experience less stress and more security in their financial lives. His aim is not merely to ensure financial stability, but to empower clients to lead comfortable lifestyles, fully embracing their financial decisions.

Professionally, Daniel perceives his primary function as a problem solver, simplifying his clients’ financial jigsaw into a coherent, beneficial whole. This process is accomplished through a genuine understanding of each of his client’s individual objectives and acknowledging that a quality advice service requires more than just ‘numbers on a page’ to foster rewarding long-term relationships.

Throughout his tenure as a financial adviser, Daniel has consistently provided top-tier, personalised advice to his clients. He specialises in advising on a wide array of matters, navigating the intricacies of superannuation, assisting with business and asset sales, retirement and estate planning, portfolio construction, and ongoing investment and wealth management. Daniel’s breadth of expertise, and that of Bentleys Wealth Partners, ensures that his clients’ financial futures are in capable hands.

Daniel’s focus is on Strategic Planning, Wealth Management, Investments (including direct shares), Superannuation and Ongoing review services and he works mostly with Individuals and family groups, SMEs, SMSFs, Trusts, Charities & Membership organisations. Daniel’s qualifications include Diploma of Financial Planning (Kaplan), Bachelor of Economics (University of Adelaide) and Bachelor of Finance (University of Adelaide).