Meet The Team

Daniel Sutton

Partner

Phone: 6361 4266

Email: daniel.sutton@morsegroup.com.au

Specialisation:

Morse Accounting Services (MAS): Business advice and planning, lodgements of non federal taxes, tax planning, client accounting systems assistance, activity statements, financial statements and family business restructures.

Morse Wealth Management Services (MWMS): Superannuation accumulation strategies, including Self Managed Superannuation Funds; wealth creation plans, strategic asset allocation and investment plans, investment portfolio management and advice, insurances and risk management strategies.

Accreditation/s:

• Chartered Accountant (CA)
• Financial Adviser (authorised representative No: 001271269)
• Justice of the Peace (JP)

Degree/s, Certificate/s:

• Bachelor of Business Accounting, Charles Sturt University
• Advanced Diploma in Accounting
• Graduate Diploma of Accounting, Institute of Chartered Accountants Australia
• Diploma in Financial Planning (DFP)
• Xero certified

Membership/s:

• Chartered Accountants Australia New Zealand (CAANZ)
• Orange Chamber of Business
• Bathurst Chamber of Business
• Bathurst Young Professionals

Community Involvement:

• Member of the Bathurst Light Car Club
• Volunteer official for the Confederation of Australian Motorsport
• Treasurer of the Orange Business Chamber

Profile:

Dan joined Morse Group in 2012 as a Cadet Accountant whilst completing his studies, graduating with a degree in Accounting in 2013.

Dan's eagerness to learn, directive and analytical ability to manage forms, processes, understand taxes and legislation has him poised to become the next accounting all star. Dan consistently shows commitment to the job, and enjoys many successes alongside his clients as a result.

Daniel was named a national Finalist in the only Australia-wide accounting awards by Accountants Daily, for Accountant of the Year (Under 30). He also won the Bathurst Business Chamber's Young Business Executive award in 2017 and Outstanding Young Employee in 2018. These are huge accolades for Daniel and is testament to his on-going ability to rise to the occasion, deliver beyond expectations for clients and a strong display of leadership well beyond his years. 

Dan has recently completed the Diploma in Financial Planning and has become a financial adviser and an authorised representative for Akambo Pty Ltd. He sought this qualification and recognition with a desire to provide his clients with a holistic business and personal advice offering. With an interest in investments, insurances and the share market as a child, it's proven a natural progression for Dan and his clients have reaped the benefits of a one stop shop for advice that isn't locked into any particular products and truly represents your best interests.

Daniel services our clients from across the world and works out of Orange and Bathurst.