Daniel Afan-Williams

What Daniel's Client Have to Say

Peter

I was facing an increasingly complex tax situation due my investments. Daniel created strategies for my employee equity taking into account my goals and tax considerations. I think of him as a partner

Akshay

Daniel has been a trusted advisor to me and my family. He's responsive, understanding and extremely professional. Our assets have performed well! I'd highly recommend him.

Michael

I've worked with Daniel for over two years. He's a patient listener and impressed me with his knowledge, his thoroughness and his infaillible follows ups.

Richard & Tracy

Dan's been our adviser for about 5 years & he's a pleasure to work with. Dan took a ken interest and genuinely cares. He wants to do a great job for you. We're very happy to recommend him to others

Medhi

The confidence, professionalism and skill set of Daniel gave me confidence. I'm happy knowing Dan is there to support my children as they become more active investors.

Daniel is one of the most experienced advisers in the Trusted Advisor network, with over 15 years in the financial services industry. Throughout his career, Daniel has held prestigious roles at Bloomberg and Goldman Sachs and served as Chief Advisory Officer at a large advisory firm before founding his own company, Atlas Wealth.

Expertise and Services

Daniel specialises in providing tailored financial advice to individuals, families, and businesses. His services include:

Comprehensive wealth management
Retirement planning
Investment strategy and portfolio management
Tax-efficient planning
Estate and succession planning

Professional Journey

Daniel’s extensive experience in financial services has equipped him with deep insights into global markets and client-focused financial strategies. His leadership experience as Chief Advisory Officer has further refined his ability to deliver high-quality advice and innovative solutions to his clients.

Client-Centred Approach

Daniel is dedicated to building trusted, long-term relationships with his clients. By understanding their unique goals and circumstances, he provides personalised financial plans that adapt to changing priorities over time.

Commitment to Excellence

As the founder of Atlas Wealth, Daniel continues to bring his wealth of experience and expertise to his clients, empowering them to make informed financial decisions and achieve their financial aspirations with confidence.

Founder - Atlas Wealth (2024)Chief Advisory Officer - Apollo Private Wealth (2018-2024)Private Wealth Manager - Goldman Sachs (2012 -2018)Financial Products - Bloomberg (2012)