Daniel Duarte joined Craigs Investment Partners as an Investment Adviser in January 2023. Previously, he spent fifteen years in South Africa as a Financial Planner, specialising in holistic wealth management.
Daniel advises clients in all aspects of equity investments, specialising in portfolio management for private clients:
– Who are transitioning from full-time work to retired/part-time work.
– Who want to create wealth independent of their business or practice.
– Who want to strive towards financial independence.
Daniel uses his financial planning background to help clients identify, achieve, and maintain the lifestyle they want and deserve. Generating sustainable retirement income without fear of outliving your money is key.
Daniel is an accredited dealer of global equities and derivatives; fixed interest; government bonds and debentures; and managed funds.
Outside of work, Daniel enjoys playing competitive touch rugby and outside sports. He also enjoys travelling with his young family.
- Post Graduate Diploma (Financial Planning), Milpark University (2017)
- Bachelor of Commerce Honours (Economics), University of South Africa (2013)
- Bachelor of Commerce (Finance and Economics), University of Kwa-Zulu Natal (2007)