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Daniel Gallacher

Financial Adviser

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Certified

Daniel Gallacher

Financial Adviser

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Daniel is an Associate Partner at Perpetual's Perth office and his role is to provide Financial Advice to clients and Manage the Perth Adviser team. He started his career in financial services at Westpac Bank in 2008, within their business banking segment, before commencing as a Financial Adviser in 2010. Daniel has now been with Perpetual for nearly a decade and provides Advice and guidance to high net worth clients and their families. He provides tailored advice in investment management, retirement planning, superannuation, taxation, estate planning and strategic structures. Daniel also has extensive and ongoing day to day experience providing investment advice and guidance to Not for Profit Organizations and First Nations Communities. This involves understanding and tailoring portfolios and strategies so these organisations can best achieve their community missions. Daniel holds a Graduate and Advanced Diploma of Financial planning and certificates in Self-Managed Super Funds, Margin Lending and Gearing and Certificate in Finance and Mortgage Broking. Daniel is a proud Father of two children. He loves this role the most and he feels it helps him be the best Adviser he can be to his clients. Perpetual’s board range of services and experts allow Daniel to provide comprehensive solutions to his clients and support the Perth team of Advisers

Address

Exchange Tower, Level 29, 2 The Esplandade, Perth, WA, AU, 6000

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Organisation

  • Perpetual Private

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.