Danielle Bloodworth
Danielle Bloodworth
Director of Wealth 500 Pty Ltd
Director of
Portfolio Managers Pty Ltd

Danielle Bloodworth has over 10 years experience in the financial planning industry. Danielle is committed to optimising the outcomes of her clients financial goals and objectives. By providing quality advice on appropriate strategies, investments and insurance Danielle will work closely on an ongoing basis with her clients, providing clarity and direction to effectively achieve future financial outcomes
sooner.

Danielle acknowledges that each and every one of her clients has individual and specific requirements. Some of her clients are financially established and look to protect and preserve what they have. Other clients are seeking to grow their wealth. As a result, each client receives a tailored and unique service designed to ensure that his or her expectations are met and exceeded.

Danielle is proud to work for an organisation that is independent to affiliation of any financial product providers and that does not offer their own investment products. This lack of any potential conflict of interest is considered fundamental to her investment philosophy and to the delivery of the optimum outcome for her clients.

Danielle is a member of the investment committee and uses independent research from several sources to determine which investment, insurance and superannuation products are appropriate for her clients. Danielle is a member of the Financial Planning Association (FPA) and the dealer group is a member of the Association of Independently Owned Financial Planners (AIOFP) and a Principal Member of the FPA.

Qualifications
Certified Financial Planner
Advance Diploma in Financial Planning
Diploma in Financial Planning

Achievements
Founder and Director Wealth 500 Pty Ltd and Director of Portfolio Managers Pty Ltd.

Personal Profile
Danielle, together with her husband lives in the eastern, suburbs of Melbourne. She enjoys running, playing netball,home renovating and socialising with friends.

Contact Danielle Bloodworth:

Wealth 500 Corporate Authorised Representative. Representative No. 381118
Portfolio Managers Pty Ltd. Australian Financial Services Licence No. 232459