Daniel Waterman
Group Executive Director
As one of AHR Australia most senior financial planners and one of the partners of the firm, Daniel specialises in delivering holistic independent advice to individuals globally.
After completing University, Daniel started his career back in the UK working for Lloyds Banking Group in a fast-track management role which led to him being on the Senior Management team for several branches as well as advising retail clients within the UK.
Taking this experience forward and staying within the Retail Banking Sector he then qualified as a Mortgage and Insurance specialist working for the Santander Group.
For the last 15 years, Daniel has been working in the Offshore Market helping International workers mainly in the Middle East and Africa receive qualified Financial Planning Advice, alongside running regional Offices in Europe.
Areas of Expertise
• Retirement Planning
• International Savings & Investment Options
• Investment Review
• Private Banking Advice
• Education Fee Advice & Planning
• Private Client Wealth and Estate Planning
Qualifications & Awards
Mortgage Advisor CeMAP and Financial Planning Certificate (FPC)
Regions Covered
- Africa
