Senior Financial Advisor
Current
Aug 2017 - Present
AeroLeads people directory · profile
Daniel Lemish Email & Phone Number
Senior Financial Advisor
at
Australian Financial Planning Group
1 work email found
@afpg.com.au
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Advisor
Location
Greater Sydney Area, Australia, Australia
Company size
Who is Daniel Lemish? Overview
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Quick answer
Daniel Lemish is listed as Senior Financial Advisor at Australian Financial Planning Group, a company with 36 employees, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a work email signal at afpg.com.au and a matched LinkedIn profile for Daniel Lemish.
Daniel Lemish previously worked as Financial Advisor at Australian Financial Planning Group and Financial Adviser at Leon Falk Financial Services. Daniel Lemish holds Advanced Diploma Of Financial Services, Financial Planning And Services from Kaplan.
Company email context
Email format at Australian Financial Planning Group
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{first_initial}{last}@afpg.com.au
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AeroLeads found 1 current-domain work email signal for Daniel Lemish. Compare company email patterns before reaching out.
Profile bio
About Daniel Lemish
Managing and communicating with a database of almost 200 clients (including small businesses and Self-Managed Super Funds). Meeting with existing clients and new prospects. Recommending investment portfolios and rebalancing of existing portfolios. Preparing personal insurance recommendations and obtaining cover from leading insurance providers. Managing client insurance claims. Arranging Superannuation contributions from employers and the self-employed. Preparing and presenting Financial Plans and investment portfolio reports to existing clients and prospects. Liaising with Fund Managers, Insurers and Super Funds to carry out transactions (e.g. purchases or sales of assets including managed funds, direct equities & term deposits). Resolving administrative errors made by Fund Managers on behalf of clients and obtaining compensation for clients. My goal is to meet and exceed clients' expectations whilst always acting in a professional and honest manner. I always have the client's best interests at heart.Specialties: Personal insurances, Superannuation funds, investment portfolio construction
Listed skills include Portfolio Management, Investments, Insurance, Finance, and 11 others.
Current workplace
Daniel Lemish's current company
Company context helps verify the profile and gives searchers a useful next step.
Australian Financial Planning Group
8 roles
Daniel Lemish work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Superannuation & retirement planning, investments, personal insurances, credit & loans, investment properties, & Estate Planning.Providing personal financial advice to individuals, couples, professionals and retirees.
Aug 2017 - Apr 2018
Financial Adviser
Superannuation & retirement planning, investments, personal insurances.Providing personal financial advice to professionals, young couples and retirees.Tasks include: client meetings, closing new business (investment, insurance, Superannuation), financial analysis, strategy generation, Corporate actions (direct equities). assisting high net-worth clients.
Nov 2004 - Aug 2017
Administrative Assistant
ensuring the smooth running of a boutique financial advice firm, by providing support in all areas.Tasks include: database management, calendar management, answering phone calls, completing client transactional paperwork, typing letters & emails for clients & service providers, client portfolio reviews.
Nov 2004 - Jan 2006
Director Of Coaching
Nsw Maccabi Basketball Club
(paid position) – hiring and managing coaching appointments, organising coaches for trainings and matches, team selections, planning and implementing training sessions, ensuring collection of monies owed, liaising with club president and committee, liaising with City of Sydney Basketball Association.
Jan 2007 - Dec 2009
Assistant Financial Planner
Leon Falk Financial Services – Bondi Junction
2008 – present: FINANCIAL ADVISER – providing personal financial advice to professionals, young couples and retirees. Tasks include: client meetings, closing new business (investment, insurance, Superannuation), financial analysis, strategy generation, Corporate actions (direct equities). high net-worth clients.Tasks include: Para planning (Statements of.
Jan 2006 - Jan 2008
Sales Rep
Visiting prospects all over greater Sydney, demonstrating OH&S training software, cold-calling, maintaining databases.
May 2004 - Nov 2004
Sales / Kitchenhand
Pasta Pantry
PASTA PANTRY – Sydney, Australia2000 – 2004: CUSTOMER SERVICE – for restaurant/takeaway food chain with 5 storesTasks include: over-the-counter sales, kitchen-hand, Barista (coffee-making), stocktaking, complaint handling, Shift Leader, “cash-up” (counting money & locking up store at end of shift).
Sep 2000 - May 2004
Team & coworkers
Colleagues at Australian Financial Planning Group
Other employees you can reach at afpg.com.au. View company contacts for 36 employees →
NL
Narelle Luke
Colleague at Australian Financial Planning GroupGreater Sydney Area, Australia
View →
WD
William Durham
Colleague at Australian Financial Planning GroupRandwick, New South Wales, Australia, Australia
View →
CW
Charlotte Woods
Colleague at Australian Financial Planning GroupManly, New South Wales, Australia, Australia
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PJ
Paul Joseph Ortiz
Colleague at Australian Financial Planning GroupTanza, Calabarzon, Philippines, Philippines
View →
VM
Vanessa Marie Barbo
Colleague at Australian Financial Planning GroupPhilippines, Philippines
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CE
Chris Eagleton
Colleague at Australian Financial Planning GroupGold Coast, Queensland, Australia, Australia
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JR
Jeremiah Rosal
Colleague at Australian Financial Planning GroupCentral Luzon, Philippines, Philippines
View →
SL
Samantha Loveder
Colleague at Australian Financial Planning GroupGreater Sydney Area, Australia
View →
KP
Krisztian Pilisko
Colleague at Australian Financial Planning GroupOfficer South, Victoria, Australia, Australia
View →
TB
Todd B.
Colleague at Australian Financial Planning GroupGreater Newcastle Area, Australia
View →
Narelle Luke
Colleague at Australian Financial Planning GroupGreater Sydney Area, Australia
View →
WD
William Durham
Colleague at Australian Financial Planning GroupRandwick, New South Wales, Australia, Australia
View →
CW
Charlotte Woods
Colleague at Australian Financial Planning GroupManly, New South Wales, Australia, Australia
View →
PJ
Paul Joseph Ortiz
Colleague at Australian Financial Planning GroupTanza, Calabarzon, Philippines, Philippines
View →
VM
Vanessa Marie Barbo
Colleague at Australian Financial Planning GroupPhilippines, Philippines
View →
CE
Chris Eagleton
Colleague at Australian Financial Planning GroupGold Coast, Queensland, Australia, Australia
View →
JR
Jeremiah Rosal
Colleague at Australian Financial Planning GroupCentral Luzon, Philippines, Philippines
View →
SL
Samantha Loveder
Colleague at Australian Financial Planning GroupGreater Sydney Area, Australia
View →
KP
Krisztian Pilisko
Colleague at Australian Financial Planning GroupOfficer South, Victoria, Australia, Australia
View →
TB
Todd B.
Colleague at Australian Financial Planning GroupGreater Newcastle Area, Australia
View →
4 education records
Daniel Lemish education
Advanced Diploma Of Financial Services, Financial Planning And Services
Kaplan
Diploma Of Financial Services (Financial Planning), Financial Planning
Tribecca (Currently Kaplan Learning)
B Arts In Sports & Exercise Mgmt, Human Movement, Business
Higher School Certificate, Year 12 School-Leaver Exam
Moriah College
FAQ
Frequently asked questions about Daniel Lemish
Quick answers generated from the profile data available on this page.
What company does Daniel Lemish work for?
Daniel Lemish works for Australian Financial Planning Group.
What is Daniel Lemish's role at Australian Financial Planning Group?
Daniel Lemish is listed as Senior Financial Advisor at Australian Financial Planning Group.
What is Daniel Lemish's email address?
AeroLeads has found 1 work email signal at @afpg.com.au for Daniel Lemish at Australian Financial Planning Group.
Where is Daniel Lemish based?
Daniel Lemish is based in Greater Sydney Area, Australia, Australia while working with Australian Financial Planning Group.
What companies has Daniel Lemish worked for?
Daniel Lemish has worked for Australian Financial Planning Group, Leon Falk Financial Services, Nsw Maccabi Basketball Club, Leon Falk Financial Services – Bondi Junction, and Elmo Learning Services Pty Ltd.
Who are Daniel Lemish's colleagues at Australian Financial Planning Group?
Daniel Lemish's colleagues at Australian Financial Planning Group include Narelle Luke, William Durham, Charlotte Woods, Paul Joseph Ortiz, and Vanessa Marie Barbo.
How can I contact Daniel Lemish?
You can use AeroLeads to view verified contact signals for Daniel Lemish at Australian Financial Planning Group, including work email, phone, and LinkedIn data when available.
What schools did Daniel Lemish attend?
Daniel Lemish holds Advanced Diploma Of Financial Services, Financial Planning And Services from Kaplan.
What skills is Daniel Lemish known for?
Daniel Lemish is listed with skills including Portfolio Management, Investments, Insurance, Finance, Financial Services, Strategy, Retirement Planning, and Financial Analysis.
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