Engage Financial Planning is a boutique Financial Advisory located in the Canberra and Queanbeyan areas.
With over a decade of experience, we focus on Personal Insurance, Business Insurance and Superannuation, providing a tailored and personalised approach in securing peace of mind with options purely in the best interest of our clients.
Danielle has over a decade of experience of working within the financial services industry in Queanbeyan and Canberra.
Danielle holds a Certificate IV in Business Administration, Diploma of Financial Planning and Advanced Diploma of Financial Planning and is an Insurance and SMSF specialist, providing advice and service in the areas of personal insurance and Superannuation.
Danielle is very well respected and known as one of Australia’s most successful and hard-working female financial advisers, with a philosophy of personal attention and one-to-one client service throughout the entire process from enquiry to successful application and even in the difficult time where you need to make a claim.
Danielle’s knowledge and client service is second to none. When time came for me to make a claim after some surgery, Danielle worked through the process with me to ensure the insurers paid my benefit and even helped secure an early settlement which paid a month longer than my anticipated period off work
Danielle was incredible in building a policy around my personal needs. It is such a relief to know that my lifestyle is secure and that no matter what the future brings, I will be covered
Danielle has written insurance for me and my husband and even through some difficult circumstances has made the process as pain free and positive as possible. Her one-on-one attention is rare and something we really value