Navigating you to certainty.
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About Us
Our passion lies in providing you with holistic financial advice that will save you money, spare you stress and set you on the right course for your better tomorrow.
We love working with our clients to solve problems, achieve their goals and improve their situation - no matter how simple or complex. We started Compass Wealth Solutions with this in mind, and have been building better outcomes ever since.
Daniel Milne
Financial Adviser
Dip (FinPlan)
Ethan Riley
Provisional Financial Adviser
BBus (FinPlan)
Daniel began his career in Financial Services in 2010 as an assistant. Since then, he has gained extensive experience working in Financial Planning Administration, Para-planning and Compliance before becoming an Adviser himself.
Daniel's wealth of experience means he's well versed in all aspects of a client’s journey toward achieving their goals. Daniel’s objective is to provide clients with clarity, relief and certainty of their financial outcome and this is where he finds great satisfaction.
Daniel has met all requirements under the Australian Government to practice as a Financial Adviser. His credentials are visible on the ASIC Financial Adviser Register, here.
Ethan's journey to becoming a Financial Adviser started with his own interest in investing and smart money-management. He saw how powerful it is to have your money work for you, and realised it didn't take much more than the right advice and some time to make dreams a reality.
Ethan loves setting his clients up to achieve their varying goals, and seeing the peace of mind that comes with a solid financial plan.
Ethan has met all requirements under the Australian Government to practice as a Provisional Financial Adviser and is currently finishing his professional year to complete his qualification. His credentials are visible on the ASIC Financial Adviser Register, here.
We're qualified in the following areas.
Our Approach
We pride ourselves on our holistic planning approach.
After seeing that other practices often focus on only one or two specialty areas, or worse, try to force a "one size fits all" solution upon you, we started Compass Wealth Solutions to provide our clients with comprehensive financial plans that address all of their problems and goals.
A holistic plan allows us to first point you in the right direction where we can then work with you to stay on track. Our approach also means that we're here to help with any of life's curve-balls or changing priorities as they inevitably arise.
We look forward to working with you to help make your goals a reality - it's not as far away as you might imagine.
Navigating you to certainty.