Daniel Thalji

Daniel Thalji

Head of Wealth Strategy

Daniel joined Future Assist in 2013, starting out as a Financial Adviser. Over the years, he honed his expertise in taxation, superannuation, equities, and retirement planning, serving clients from all corners of Australia. After eight years working as a financial advisor, Daniel moved into the role of Senior Wealth Strategist, focusing on helping individuals build robust property portfolios.

His dedication and leadership skills soon propelled him to the position of Head of Wealth Strategy, where he now guides and mentors the Wealth Team, driven by the desire to see clients succeed financially.

Throughout his career, Daniel developed a passion for property investing in his personal life while building his own portfolio. What drives Daniel today is being able to combine his expertise in finance, investments and property to help clients to strategically & methodically grow their wealth.

Daniel’s free time is spent with his wife and their two young boys. He loves to help his friends and family with their finances and investments and has been playing soccer since he was five years old, with no intention of stopping anytime soon.

Dan holds the following professional qualifications:

  • Bachelor of Business and Commerce (Economics & Finance)
  • Fellow Chartered Financial Practitioner (FchFP)
  • Certificate IV in Property
  • Certificate IV in Finance and Mortgage Broking