Having Carrick Aland involved in custom fitting the account setup with our farm financial management goals has helped us to get the most out of them. It was a very steep learning curve but we got there. Dan’s detailed knowledge of the different programs, our business needs and where we wanted to take our farm management and accounting were integral in how far we have come today. read more
Recently we had our end of year finances and tax returns completed by Daniel Bartkowski. We are extremely grateful for his intuitive to look further into our finances with a positive result. Daniel is very approachable and highly professional with a wealth of knowledge within the rural sector. He understood our situation with ease. We highly recommend both Daniel and Carrick Aland to our friends and family. read more
Dan has given me advice on income protection. Dan was able to explain it all to me in a very clear manner. Through Dan’s experience and knowledge I received a very positive outcome. I always receive full care and attention from Dan when needed.
Due to our limited understanding about financial investments, we realized expert advice from a professional financial planner was a priority to achieve the best possible retirement investment outcome. Having gained every confidence on his sound, honest, down to earth advice over that time, Wayne was more than willing to assist us on how best to structure our investments going into retirement by introducing us to Financial Advisor Daniel Ellis. read more
The services of Carrick Aland Wealth Planning have always been at the highest professional standard, offering a service that is second to none. Their personable approach and commitment to delivering the best product and services is testament to the company and will ensure I continue returning to them. read more
I was the recipient of the Dalby Chamber of Commerce Exceptional Service Award presented to me at the Business After Hours at White Industries. I wish to thank Carrick Aland Accountants for sponsoring this award. It is wonderful to see businesses like yours support our community and provide employees opportunities to be recognised and rewarded for their hard work and dedication to their employer. Thank you for the presentation of this award.
There were no speed bumps when we moved to Carrick Aland and Intuitive Super. For us it was the level of Wayne’s professional finger-on-the-pulse and strategy in his thinking that he delivered, together with Daniel Ellis and Beth Hall. They put a lot of work into the final breakdown and explained the strategy. The clever part is that now our SMSF is only one part of our financial puzzle. read more
Very knowledgeable & easy to understand. Willing to explain details if client unsure about something.
Daniel is great at what he does, My wife and I would have never managed to Build a new home & have our dream wedding all in one year without him. Highly recommend him to all family and friends.
Dan really knows his subjects and is confident in his approach which makes the plans easier to understand.