Daniel Micutz

About Daniel Micutz

With over 8 years of experience delivering personal and complex financial advice, Daniel helps his clients to navigate their financial journey with clarity and confidence.

Backed by a Graduate Diploma in Financial Planning and a strong background in consulting, he delivers tailored solutions that reflect each client’s unique goals and circumstances. Daniel takes pride in being a thoughtful listener - supporting clients in uncovering what truly matters and building the right strategy to achieve it.

If you’re looking for guidance you can trust, Daniel is here to help you take the next step.

Services

• Retirement Planning;
• Budget and Cashflow Planning;
• Centrelink Benefits, other Government Benefits and Aged Care Assistance;
• Salary Packaging;
• Personal Superannuation;
• Employer Superannuation;
• Investments and Savings Plans;
• Debentures and Government Bonds;
• Deposit and Payment Products;
• Estate Planning;
• Securities;
• Life Risk Insurance within Superannuation;
• Credit assistance and Debt Management;
• Gearing and Margin Lending.

Advice Areas

• Wealth Creation Strategies, including Gearing
• Superannuation Strategies (including defined benefit schemes)
• Life Insurance
• Cash Flow Planning
• Centrelink
• Departments of Veterans' Affairs
• Aged Care
• Estate Planning
• Debt Management
• Salary Packaging
• Retirement Planning
• Redundancy Planning

Products

Deposit and Payment Products

• Deposit and Payment Products
• Non-basic Deposit Products

Government Debentures, Stocks or Bonds

• Government Debentures, Stocks or Bonds

Life Products

• Investment Life Insurance Products
• Life Risk Insurance Products

Managed Investment Schemes

• Managed Investment Schemes, including IDPS

Retirement Savings Account Products

• Retirement and Savings Account Products

Securities

• Securities

Superannuation

• Superannuation – All
• A person’s existing holding in a superannuation product