Daniel started his financial services career in the UK with Banco Santander, working with them for 4 years providing mortgage and financial planning to both new and existing clients, before moving to Quay Financial Services and subsequently Teachers Assurance where he spent 6 years and 4 months providing financial planning and support to UK based clients on pensions, investments, mortgages and tax planning. Following this he moved to a business development role with Liverpool Victoria, the UK’s largest friendly society, in a role based on supporting, training, and presenting to financial advisers nationwide for almost 3 years before moving to Malta with family.
Since the move to Malta he has gained experience in both investment fund compliance, European taxation and corporate solutions for tax and compliancy in international markets, before moving back into financial planning with MWC Group in early 2019.
His relevant education includes, his level 4 Diploma in Financial Advice DipFA, Certificate in Supervising in a Regulated Environment CeSRE, Certificate in Financial Advice CeFA and Certificate in Mortgage Advice CeMAP. All taken with the London Institute of Banking and Finance.