Dan is a Paraplanner with over two years of experience in financial analysis, insurance research, and investment strategy development. He specialises in crafting compliant, client-focused Statements of Advice (SOAs) and leverages his data analytics expertise to support informed financial decisions through detailed projections and risk assessments.
An engineer by profession, Dan holds a Bachelor’s degree in Engineering, a foundation that enhances his analytical and technical capabilities in the financial services space. Before transitioning into financial services, he served as an Operations Manager in the pharmaceutical industry, where he led cross-functional teams, optimised manufacturing processes, and ensured compliance with quality and regulatory standards. This experience sharpened his leadership, problem-solving, and data-driven decision-making skills.
Outside of work, Dan stays active with park runs and enjoys nurturing his passion for indoor gardening. On weekends, you’ll often find him exploring various cafes, indulging in his weakness for coffee with friends.
Dan Beleganio is not authorised to provide advice under the Cobalt Advisers Pty Ltd licence.