Daniel Minihan, Partner

I am the Director, Responsible Manager, and an Authorised Representative (476433) of the Wealth Management practice, SW Wealth, as well as Head of Private Clients. For more than 20 years, I have helped clients align their financial strategies with their goals and values.

I work with a broad spectrum of clients, from individuals and small investors to large private family groups. I advise individuals on cash flow, debt structuring, personal protection, and retirement planning, and I support investors of all sizes with asset allocation, portfolio construction, and investment selection.

I provide comprehensive financial services designed to help clients get their entire financial house in order and keep it that way for the long term.

My experience includes:

• developing simple and complex financial strategies to help clients achieve their goals
• providing investment and asset allocation advice to investors of all sizes
• working with trustees of superannuation funds on regulatory compliance matters
• helping SME clients develop strategies to transition business wealth into personal wealth
• acting as an executor, trustee, or responsible person for estates and private ancillary funds
• advising institutions on policy, asset allocation, and investments.

ShineWing Australia Wealth Pty Ltd trading as SW Wealth

Australian Financial Services Licence No 236556

Level 10, 530 Collins Street, Melbourne VIC 3000 Australia

I am a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.

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