Daniel Richards

“I love the conversation and being able to assist business owners thrive.”

Daniel is approachable and always willing to have a chat. With over 21 years experience advising small-to-medium businesses, he is able to communicate complex issues in an easy-to-understand way to his clients.

As well as being a Chartered Accountant, Daniel is a qualified Financial Planner. This enables him to provide holistic advice to business owners, taking into account both their business and personal financial goals. His believes in developing flexible strategies tailored to individual client needs.

Daniel works with clients from a broad range of industries and provides advice on tax planning, business structures and financial management. He has a strong interest in the complex tax and regulatory issues affecting the construction industry, and providing solutions that meet their needs.

Expertise

Professional qualifications and memberships

  • Bachelor of Commerce
  • Chartered Accountant, Member of Chartered Accountants Australia and New Zealand
  • Fellowship of Chartered Accountants Australia and New Zealand
  • Financial Planner, Authorised Representative of Fortnum

Get in touch with

Start Your Journey
Are you in the market for an acquisition? Struggling to get to scale and thinking of merging? Trying to solve a succession issue?