“If you specialise in anything and do it all day, every day, you can’t help but become good at it”
Daniel Herft has worked as an Aged Care Specific Financial Adviser, for over 10 years, prior to becoming the Director and Senior Adviser at Care Shaped Financial Planning Pty Ltd.
He comes from quite a big family that has been made stronger due to his sister, Alison. Her illness began from birth. His compassion, tenderness and understanding of the importance of care, in all things, could be said to stem from this and has created the ethos of Care Shaped Financial Planning Pty Ltd.
Daniel's beautiful Fiance who can be seen pictured below has been a part of his life for many years. She has enabled Daniel to further grow into the obsessively compassionate person he is today, which is undoubtedly reflected in how he serves his clients.
Daniel is an Authorised Representative No.1263541 of Lifespan Financial Planning AFSL No. 229892. He has completed a Bachelor of Management Degree at Deakin University in Burwood where he Majored in Financial Planning and Human Resource Management.
He has completed the FASEA Ethics Exam and holds all required qualifications to give Financial Advice in most Financial Fields.
Care Shaped Financial Planning Pty Ltd ACN 664 109 853 is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735 AFSL No. 229892. The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. Care Shaped Financial strongly recommends that investors consult a financial adviser prior to making any investment decision. The contents of Care Shaped’s website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions.The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation. You should obtain a copy of the PDS and Target Market Determination relating to the product and consider it before making any decision to acquire the product.