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Meet Daniela Meffert.

Bringing the firm’s vision of clarity and confidence to life through thoughtful storytelling and design.

Daniela Meffert

Team Linea

Brand and Marketing

BBus - Marketing (Hons)

With over 20 years in financial services marketing, Daniela shapes the Linea Private Wealth brand through thoughtful storytelling, design, and meaningful client connection.

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Qualifications & Professional Memberships

Bachelor of Business (Marketing & Organisational Behaviour) - University of Queensland

Bachelor of Business (Services Marketing) Honours - Queensland University of Technology

“The best learning comes from doing, testing, refining, and evolving in a landscape that never stands still.”

What Guides My Work.

“The most meaningful brands don’t just speak -they listen, understand, and inspire confidence.”

With more than two decades in corporate marketing across financial services, I’ve seen how much trust, clarity, and empathy matter not just in the messages we share, but in the relationships we build. My work has always been driven by a genuine passion for helping people feel more confident in their financial decisions and supported in their journey toward security and purpose.

 

At Linea, I’m focused on building a brand that feels deeply human — one that connects expertise with understanding and makes the experience of financial advice more approachable, more personal, and more meaningful. For me, marketing isn’t about campaigns or headlines; it’s about storytelling with purpose, creating clarity where there’s confusion, and helping people see what’s possible when the right guidance is by their side.

My Career Journey.

My career has always been guided by curiosity about people, what drives them, and how brands can truly connect. Over more than 20 years in financial services marketing, I’ve worked across global and Australian organisations, from banks to purpose-led financial brands, leading teams, shaping strategy, and creating work that resonates with both head and heart.

I’ve always believed marketing is most powerful when it serves people; when it helps them understand, feel confident, and make choices that bring clarity to their financial lives. That belief has taken me from large-scale campaigns and data-led strategies at ANZ, to hands-on brand transformation work with a boutique private wealth firm, where I helped redefine how advice could look and feel.

 

Each chapter has taught me that real impact comes from alignment - when brand, business, and customer purpose all meet. At Linea, I’m proud to bring those lessons forward: blending strategy and storytelling to build a brand that listens, understands, and inspires confidence.

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Outside of Work.

Daniela is a traveller at heart who finds joy in exploring far-flung places and sharing her love of Africa with her husband and daughter. When she’s not immersed in creative work, you’ll find her outdoors - bushwalking, chasing sunshine, or visiting family on the Gold Coast. A tea and chai latte enthusiast, she loves discovering new dining experiences and soaking up nature’s calm. For Daniela, life’s best moments are the ones shared with family, adventure, and a touch of warmth.

Got a Marketing or Media Opportunity?

If you've got a marketing or media opportunity that you think fits with the Linea Private Wealth brand. We'd love to hear from you. You can reach out to me directly below.

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