Danielle's impressive 100% rating in the national Net Promoter Score survey for three consecutive years (April 2024, 2025 and 2026) is a testament to her exceptional skills and dedication as an Investment Advisor. With a career spanning across Australia, London, and New Zealand, she has amassed a wealth of experience in providing personalised financial advice and portfolio management services to a diverse clientele. Having worked for renowned international advisory groups such as UBS for a decade, Danielle's expertise is undoubtedly top-notch. As a founding Partner of Crestone Wealth Management and an Investment Advisor at LGT Wealth Management, she has continued to demonstrate her commitment to delivering unparalleled service and value to her clients.
Beyond her professional accomplishments, Danielle's involvement with NGO's and participation in global forums like the UN Commission on the Status of Women in New York and the International Businesswomen Forum in Mexico City highlights her broader engagement with issues beyond the financial sphere. Her dedication to making a positive impact both professionally and globally speaks volumes about her character and values.
Danielle's commitment to understanding her clients' needs and providing tailored wealth advice and portfolio management services is commendable. Her client base, which includes ultra-high net worth individuals, professionals like accountants and lawyers, family offices, institutional, member owned and not-for-profit organisations, showcases her ability to cater to a diverse range of clientele.
Strategic Asset Allocation serves as the cornerstone of Danielle's approach to portfolio management, emphasizing the importance of enhancing returns while navigating market volatility. Her track record in managing direct equity portfolios, achieving outperformance relative to benchmarks, speaks to her skill in generating value for her clients. Additionally, her adeptness in selecting both active managed funds for alpha generation and passive exchange-traded funds for beta exposure underscores her commitment to diversification and risk management.
Her attendance at prestigious events like the LGT APAC Soiree in Vienna (September 2023 and 2025), where she engaged with high-profile figures and discussed critical topics such as intergenerational wealth transfer and alternatives, reflects her proactive approach to staying abreast of industry trends and networking with key stakeholders. Her qualifications include Graduate of the Australian Company Directors, AICD Boardroom Mastery, Graduate Diploma Finance and Investment, Accredited Derivatives Advisor, Bachelor of Business International Trade and Bachelor Business Retail Management. She is a Member of the Australian Institute of Company Directors and was a Non-Executive Director within the Private Health Insurance Sector, a role she held for 10 years, concluding her term as Deputy Chairman. This experience enables her to effectively support clients across the Not-for-Profit, Member-Owned and Institutional sectors.
