Daniel Mikhail, CFP®

Name Daniel Mikhail CFP®
Company Jigsaw Financial Planning
Address Suite C03 152-194 Allison Crescent
Menai, NSW 2234
Phone 02 9532 0478

The Sutherland Shire's most comprehensive, personal and outcomes focused Financial Planning and Advice service for individuals, small business owners, and executives.As a client of Jigsaw Financial Planning you won’t get the latest product or investment. You will get clear advice on how to maintain and improve your standard of living now and into the future.This is achieved through good forward planning and utilising years of experience to design, implement and manage a strategy that maximises all opportunities available to you.We provide peace of mind to ensure that whatever happens in your life the strategy can remain consistent and focussed on your needs without the worry of your adviser changing at a critical stage.Daniel is supported by a team of administration, client service and technical staff but maintains overall direction of your work and is your key ongoing contact. Daniel has over a decade of experience in developing retirement plans, superannuation strategies and investment solutions for his clients. Daniel works in partnership to improve clients’ financial lives both now and in the future. Prior to becoming a financial adviser Daniel worked as an Accountant in the CBD. We aim to be the most personal, comprehensive and highest quality financial planning advice provider in the Sutherland Shire, without the conflicts of interest inherent in our industry.We generally work with clients on a long-term relationship basis but can provide one off strategic advice when required.Why not come in for a chat with Daniel, we are conveniently located in Menai Marketplace in the Sutherland Shire and Sydney CBD. The first meeting is complimentary and will open your eyes to a better way forward for you.

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