Daryl has been a self employed Financial Adviser since 2001. He has helped clients from all walks of life over the years in relation to their total financial needs, covering issues such as retirement income, protection of their current and future lifestyles, managing personal cash flows, maximising government benefits, investing in shares and superannuation as well as being a trusted personal resource for all of life’s big decisions.
Prior to being licenced as a Financial Adviser in 1998, Daryl had a seventeen year career in the financial services sector, being employed in senior roles within three of Australia’s biggest banks and one of the country’s largest fund managers. He was an economist, lender and fund manager.
Daryl has successfully founded two businesses since 2001 and knows intimately what it’s like to run an enterprise, deal with other shareholders and manage ownership matters. His direct experience with business ownership issues led him to write his first book.
Daryl is a public speaker who has been presenting to audiences about financial issues for over 25 years.
Daryl’s first degree was a Bachelor of Commerce from the University of Melbourne in 1980 majoring in Economics. His second degree was a Bachelor of Business from RMIT University in 1987 majoring in Accounting. He also has a Masters in Business Administration (MBA) from the Melbourne Business School.
Daryl is a fellow of CPA Australia, a Fellow of Finsia (Financial Services Institute of Australasia) and a Certified Financial Planner.
Business Ownership Bulletproofed Book Intro
Business Ownership Bulletproofed has been written to alert business owners and their families to protect their most important assets, the business they depend on and their lives.
The first section of the book covers the need for formal agreements between business partners to cover a potential voluntary exit from the business of one of the owners and why this is important. The second section covers involuntary exits from a business and how to fund such a departure. Many business owners have a lot of wealth tied up in the business, what happens to this value if they are no longer around?
The third section covers the importance of planning for the distribution of a business owner’s estate if they have died prematurely. Business owners spend all their lives building up the value of the assets in the business but very little have time on its distribution. It’s all about ensuring the right assets pass into the right hands at the right time with the least amount of tax, costs and stress. Good planning allows business owners to achieve this goal for their families.
The last section covers the need to look after the surplus cash good family businesses generate, so that the family’s lifestyle doesn’t suffer if the business experiences a temporary downturn.
How has this book benefited me?
Of 350 advisors across Australia, I was nominated as a finalist (one of three) in the Hillross Adviser of The Year Award in January 2015. Publishing a book helped me get nominated as a finalist.
Our business receives clients from other professionals such as Accountants and Mortgage Brokers. Publishing a book has helped me get in front of potential referral partners and they have started sending me referrals.
My standing amongst my clients has improved as they have each received a book signed by me. There is still a lot of work to do to leverage the book but my journey has begun. This year we intend doing seminars, launching a better website and undertaking more social media activity on the back of my book.
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Daryl has been a self employed Financial Adviser since 2001. He has helped clients from all walks of life over the years in relation to their total financial needs, covering issues such as retirement income, protection of their current and future lifestyles, managing personal cash flows, maximising government benefits, investing in shares and superannuation as well as being a trusted personal resource for all of life’s big decisions.
