Darren Howard

Director / Financial Planner / SMSF Specialist at Merit Wealth Pty Ltd
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Location
Greater Sydney Area, AU

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Dugald B.

Darren is a financial advice specialist with particular expertise and standout technical capabilities in the area of self managed super funds. With over twenty years providing valued advice to clients, Darren has the ability to simplify what is quite often baffling legislative information and technical investment matters into a format that is both understandable and sometimes even interesting. It takes a true professional to spend that much time studying the legislator and keeping up to date with so much technical jargon, for that Darren, we thank you.

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Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Director / Financial Planner / SMSF Specialist
      • Aug 2016 - Present

      Responsible for assisting clients with "cutting edge", strategic, technical and investment strategies, relating to their SMSF. I also advise on tax effective, wealth creation strategies for individuals, companies and Trusts. Responsible for assisting clients with "cutting edge", strategic, technical and investment strategies, relating to their SMSF. I also advise on tax effective, wealth creation strategies for individuals, companies and Trusts.

    • Australia
    • Financial Services
    • 400 - 500 Employee
    • Private Client Adviser / SMSF Specialist Ord Minnett Private Wealth
      • Mar 2014 - Jul 2016

      Responsible for assisting clients with "cutting edge" strategic, technical and investment strategies relating to the operations of their SMSF, along with all wealth creation and tax effective strategies, across other tax structures. Responsible for assisting clients with "cutting edge" strategic, technical and investment strategies relating to the operations of their SMSF, along with all wealth creation and tax effective strategies, across other tax structures.

    • France
    • Higher Education
    • 100 - 200 Employee
    • Head of SMSF Advice
      • Oct 2012 - Feb 2014
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Executive Financial Planner
      • Aug 2006 - Jun 2012
    • Australia
    • Banking
    • 700 & Above Employee
    • Executive Financial Planner
      • Jun 1996 - Jul 2006

Education

  • Self Managed Super Fund Association
    Specialist Advisor
    2013 - 2013
  • FINSIA
    Graduate Diploma, Finacial Planning
    1998 - 2000
  • FINSIA
    Graduate Diploma, Applied Finance and Investment
    1990 - 1993
  • University of NSW
    Bachelor of Arts (B.A.), Business/Managerial Economics
    1984 - 1987
  • The Sydney Boys High School
    1978 - 1983

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