Daniel Gumley, CFP®

Name Daniel Gumley CFP®
Company Evans and Partners Pty Ltd
Address Mayfair Building, Level 7, 171 Collins Street
Melbourne, VIC 3000
Phone (03) 9411 4084

Daniel is passionate about enabling families and individuals to develop and maintain a tailored financial strategy based on an in-depth understanding of their needs and objectives, the legislative environment, and the wealth creation, tax management and structural options available.

As a Certified Financial Planner (CFP®), and with more than a decade of industry experience, Daniel has proven expertise in providing tax-effective wealth accumulation advice, optimising superannuation (including SMSFs and defined benefit superannuation), advice and management of your investments and broader financial planning areas.

Daniel has been with E&P Financial Group for 10 years. Daniel has a Bachelor of Commerce from the University of Melbourne, majoring in Finance and Economics and a Diploma of Financial Planning from Kaplan Professional Australia. Daniel is registered with the Tax Practitioners Board as a Tax (Financial) Adviser and a CFP® member of the Financial Planning Association of Australia (FPA) and an FPA Accredited Aged Care Specialist.

< Prev Page

Member Benefits

Become a Member

FAAA Communities

Recognition & Awards

Pro Bono Advice