Daniel Testa

Senior Adviser - Wealth Management


Daniel believes in living life to the full and enabling his clients to do the same. Bringing a holistic approach to financial advice, Daniel is a highly respected and trusted adviser with over 15 years’ experience in the banking and financial services industry.

His expertise centres on supporting, educating, and empowering his clients to take control of their finances to create the life they want. This means not only improving a client’s financial position but prioritising what’s most important and creating a roadmap to make it happen.

Daniel’s strong empathy and passion for making the world a better place is what makes him stand out as a financial adviser and appreciated by the people he works with. 

My Specialities

Wealth Management
Office Location
Findex Melbourne
Level 42, 600 Bourke Street
Melbourne, VIC 3000
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