A boutique financial advisory firm providing services to the ACT and NSW regions.
With nearly two decades of experience, we specialise in risk advice, focusing exclusively on personal and business insurance solutions. Our approach is tailored and client-focused, ensuring we provide insurance options that are designed to protect what matters most while always acting in the best interests of our clients.
We also maintain a who specialise in other areas of financial advice. This allows our clients to access focused, expert guidance across a range of financial needs, ensuring they receive the right support whenever it is required.
Our Commitment
Danielle Coventry
Director and Senior Adviser
Danielle has experience servicing the needs of her clients as a Financial Advisor since 2006 and working within the financial services industry since 2004. Her main speciality is Personal Insurance and she prides herself on providing one-on-one advice and service to her clients. She is passionate about ensuring her clients are receiving the best personal protection strategy for their needs, to protect their livelihood, their families, and their lifestyle.
Danielle holds a Diploma, Advanced Diploma and Graduate Diploma of Financial Planning (Financial Services); a Certificate IV of Business Administration and Management (General); a Certificate IV in Finance and Mortgage Broking, a Tax Practitioners certificate and Self-Managed Super Funds certification.
In addition, Danielle has a membership to the Financial Advice Association of Australia (FAAA) and has been a member for 13 years.
