Australia

“Delivering great client outcomes starts with understanding the detail and maintaining a clear view of the bigger picture, enabling confident, informed decisions and meaningful results.”

Dan Creagan

Partner, Wealth Advisory

Dan is a dedicated Wealth Advisor with over 14 years of experience. He takes a holistic approach, recognising that every aspect of a client’s financial position contributes to the bigger picture and ultimately drives better decision-making. His attention to detail and disciplined process underpins a consistent track record of strong client outcomes.

He works closely with retirees, business owners and high-net-worth individuals, providing tailored advice to help them build, protect and transition their wealth. His expertise spans investment and portfolio strategy, risk management, retirement planning, asset protection, debt management, intergenerational wealth and estate planning, making him a trusted adviser across a broad range of complex financial matters.

He is committed to delivering clear, balanced and practical advice, not simply telling clients what they want to hear, but ensuring they have the insight and understanding needed to make confident decisions. Dan builds long-term relationships founded on trust, transparency and meaningful outcomes.

A natural team player, Dan values collaboration and believes everyone has a role to play in achieving shared success. He is deeply committed to developing individuals and fostering high-performing teams, recognising that curiosity, continuous learning and adaptability are critical to delivering strong results.

Outside of work, Dan brings energy and optimism to all aspects of his life and is embracing the rewarding challenges of being a new dad.

The Facts:

Core Expertise

  • Superannuation and retirement planning
  • Wealth accumulation
  • Debt management
  • Investment advice and portfolio management
  • Risk management and asset protection
  • Estate planning

Qualifications & Associations

  • Bachelor of Economics (Finance & Econometrics)
  • Master of Applied Finance (Financial Planning)
  • Diploma of Financial Planning
  • Certificate IV in Finance and Mortgage Broking
  • Certified Financial Planner
  • Member of the Financial Advice Association Australia (formerly FPA)

Industries & Specialisations

  • Ultra-high-net worth individuals
  • Retirees
  • Family and small-medium business owners
  • Partners in professional practice
  • Medical specialists

Latest Articles

Recycling non-deductible debt to build wealth
22 August 2025 | Minutes to read: < 1

Recycling non-deductible debt to build wealth

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