Our People

Daniel Harris

grimsey corporate paul pettofrezza
Qualifications:

Master of Finance, Griffith University, First Class Honours, Griffith Award for Academic Excellence in 2020 and 2021.
Bachelor of Commerce, majoring in Financial Planning, Deakin University. (2017)
Associate Degree of Applied Science, RMIT University. (2013)

Daniel Harris

Associate Director, Head of Wealth Advisory, VIC

Daniel Harris is Associate Director and Head of Wealth for Grimsey’s Melbourne office, where he leads the financial advice team and supports high-net-worth families to grow, protect, and transition their wealth. With over a decade of experience, Daniel is known for his calm, strategic thinking and deep technical expertise.

He works closely with households navigating complex financial decisions, particularly those transitioning from successful careers into self-funded retirement. As a senior leader, Daniel is trusted by clients with sophisticated needs who value personalised strategies and forward-thinking modelling to guide long-term decisions.

Away from work, you’ll likely find him trail running, surfing, or travelling with his wife Emma. Whether he’s on the coast or in the mountains, Daniel brings a grounded perspective to life and advice alike.

Meet more of the team

andrew jones 007a0508 2
Senior Adviser, VIC
henry 007a0810 2
Senior Adviser, VIC
parul 007a0460 2
SMSF Manager, VIC