Daniel Minihan, Partner

Daniel Minihan, Partner

Director, Business & Private Client Advisory

Daniel is the Director, Responsible Manager and an Authorised Representative (476433) of the Wealth Management practice (SW Wealth) and Head of Private Clients. He has been assisting clients to align their financial strategies with their goals and values for over 20 years.

He works with a broad spectrum of clients from small individuals to large private family groups to advise on cash flow, debt structuring, personal protection and retirement planning for individuals through to asset allocation, portfolio construction and investment selection for investors small and large.

Daniel provides clients with comprehensive financial services to get their entire financial house in order and keep it that way forever.

Daniel’s experience includes:

  • Developing simple and complex financial strategies to help clients achieve their goals
  • Providing investment and asset allocation advice to investors small and large
  • Working with Trustees of Superannuation Funds on Regulatory Compliance matters
  • Helping SME clients develop strategies to transition business wealth to personal wealth
  • Acting as Executor/Trustee/RP for Estate’s and PAF’s
  • 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

Daniel is a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.

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