About Centuria Wealth Management

Centuria Wealth Management is a Geelong based Financial Planning practice founded by Director and Senior Financial Adviser Daniel Pantè.  Our focus on ongoing education and support ensures that our clients make well informed decisions about their finances.

With the concept of coaching as a key concept, we guide our client through the confusing maze of personal finance and help them create the lives they want to live.

We want to know what’s important to you. We then work with the end in mind to establish, protect and grow your wealth to ensure you can do all the things you want to do.  We help motivate people to stay the course and drive toward their objectives no matter what life throws their way!

 

Daniel Pantè

Financial Adviser, Director of Centuria Wealth Management

Daniel, the Founder of Centuria Wealth Management, has over 10 years experience in the Financial Planning industry.  Daniel holds a Bachelor of Business (RMIT) majoring in Financial Planning and graduated with Distinction and has a Diploma of Financial Planning (FSTA).  Daniel is an AFP member of the Financial Planning Association of Australia.

“Being a financial adviser is a great job!  I love to get to know my clients and understand what it is that truely drives and excites them about life.  For me a financial adviser is like a coach, someone to educate, guide, motivate and assist you to make the most out of everything.  For me it is a privilege to be a small but important part of others lives and the greatest reward of all is seeing clients and their families enjoying life to the fullest.”

 

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Book your free financial planning session with Centuria Wealth Management today!