Danielle Mezzone BA (Hons) DipPFS

Trainee Financial Planner

Danielle is a Trainee Financial Planner. She has worked in Financial Services since 2017 and joined Attivo Financial Planning in 2018. Danielle is a member of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).

Danielle holds the Diploma in Financial Planning and also holds the following Advanced Financial Planning Papers:

  • Personal tax and trust planning
  • Business financial planning
  • Financial planning process
  • Pension transfers.

Our Trainee Financial Planners are the first point of contact for new clients, meeting with them to understand their individual requirements, gather information and complete risk assessments. They communicate with providers to ensure our Financial Planners are fully prepared for all client meetings.