Daniel Kalisperis
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Daniel Kalisperis Email & Phone Number

Financial Planner at Apt Wealth Partners
Location: Greater Melbourne Area, Australia 8 work roles 3 schools
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Current company
Apt Wealth Partners
Role
Financial Planner
Location
Greater Melbourne Area, Australia
Company size
54 employees

Who is Daniel Kalisperis? Overview

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Quick answer

Daniel Kalisperis is listed as Financial Planner at Apt Wealth Partners, a with 54 employees, based in Greater Melbourne Area, Australia. AeroLeads shows a matched LinkedIn profile for Daniel Kalisperis.

Daniel Kalisperis previously worked as Certified Financial Planner at Apt Wealth Partners and Financial Advice Associate at Apt Wealth Partners. Daniel Kalisperis holds Diploma Of Financial Planning (Rg146) from Kaplan Professional.

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Email format at Apt Wealth Partners

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Apt Wealth Partners

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Profile bio

About Daniel Kalisperis

I am working in a boutique fast-paced and high-pressure Financial Planning environment since late 2016. My role has expanded dramatically within this time taking on everything from client contact, to implementation to constructing the occasional advice document. Throughout my time working here I have developed and improved upon a number of key skills including and not limited to: - Strong organizational and time management skills - Excellent interpersonal and relationship skills - Ability to work with minimum direction - Team player - Excellent work habits - High work ethics - Logical, precise and thorough - Friendly, bright personality with a good sense of humour - Prompt, reliable and trustworthy - Initiative - Willing to learn new skills - Good listener, ability to undertake tasks as directed - Build relationships with other staff and external providers such as fund managers, software support and clients. - I am brilliant with IT and am usually able to solve most IT issues myself. I pride myself on my ability to adapt and work with technology and am always the go-to person for any technology-related queries within the office.

Listed skills include Teamwork, Microsoft Excel, Management, Time Management, and 20 others.

Current workplace

Daniel Kalisperis's current company

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Apt Wealth Partners
Apt Wealth Partners
Financial Planner
Melbourne, VIC, AU
Website
aptwealth.com.au
Employees
54
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Company profile
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8 roles

Daniel Kalisperis work experience

A career timeline built from the work history available for this profile.

Financial Advice Associate

Apt Wealth Partners

Melbourne, Victoria, Australia

Jan 2022 - Nov 2023

Paraplanner

Jp Wealth Management

Melbourne, Victoria, Australia

Jul 2020 - Jan 2022

Client Service Officer

Jp Wealth Management

Richmond, Melbourne

As client service officer my role includes, but is not limited to: - Building reports for clients. - Implement RoA’s, SoA’s and EO’s. - Implement all trades. - Implement all corporate actions for on platform and off platform clients. - Liaise with clients on a number of issues. - Liaise with clients for withdrawals. - Occasionally work with Centrelink. - Accompany the adviser to client meetings and build relationships and connections with the clients.- I am the point of call for most clients, who questions and queries, either via email or phone call. - I conduct insurance reviews and comparisons for clients, followed by the completion of applications and submissions, and leasing with the underwriters to achieve the best possible outcome.We specialize in direct shares so most trades are on the ASX or via managed funds (either Mfunds or application). It is a small team so my roles are very widespread and constantly expanding.

Nov 2016 - Jul 2020

Gaming Attendant

Williamstown R.S.L

I currently work as a gaming attendant at the Williamstown R.S.L and 2-3 nights of the week I am the Night Manager in charge of the venue, which includes managing 2 other staff members and ensuring the venue balances of an evening.As part of my role at the Williamstown R.S.L, i am responsible for a number of things including but not limited to: - Serving drinks and food- dealing with large amounts of money- correctly paying out winnings to customers- removing all the money from each machine (42 machines in total) of an evening- balancing tills- serving customers- ensuring the venue balances of an evening - efficiently closing the venue

Sep 2013 - Oct 2016

Gaming Attendant

The Celtic Club

Melbourne Cbd

Feb 2013 - Nov 2013

Gaming Attendant

The Celtic Club

As part of my role at the Celtic Club i was responsible for a number of things including but not limited to: - Serving drinks and food- dealing with large amounts of money- correctly paying out winnings to customers- removing all the money from each machine (43 machines in total) of an evening

Feb 2013 - Nov 2013
Team & coworkers

Colleagues at Apt Wealth Partners

Other employees you can reach at aptwealth.com.au. View company contacts for 54 employees →

KS Karolina Scales Karolina Scales Colleague at Apt Wealth PartnersGreater Melbourne Area, Australia View → MD Matthew Dunbar Cfp® Matthew Dunbar Cfp® Colleague at Apt Wealth PartnersGreater Melbourne Area, Australia View → AL Anthony Lee Anthony Lee Colleague at Apt Wealth PartnersMelbourne, Victoria, Australia View → TC Tim Conde Tim Conde Colleague at Apt Wealth PartnersGreater Sydney Area, Australia View → BP Brian Paou Brian Paou Colleague at Apt Wealth PartnersGreater Sydney Area, Australia View → JA Junior Asher Junior Asher Colleague at Apt Wealth PartnersGreater Sydney Area, Australia View → TP Tracey Pace Cfp® Tracey Pace Cfp® Colleague at Apt Wealth PartnersMelbourne, Victoria, Australia View → RR Rosalyn Ramirez Rosalyn Ramirez Colleague at Apt Wealth PartnersCebu, Central Visayas, Philippines View → ML Miguel Lamvohee Miguel Lamvohee Colleague at Apt Wealth PartnersMelbourne, Victoria, Australia View → TB Tamara Bellucci Tamara Bellucci Colleague at Apt Wealth PartnersSydney, New South Wales, Australia View →
3 education records

Daniel Kalisperis education

Diploma Of Financial Planning (Rg146)

Kaplan Professional

Activities and Societies: Successfully completed the following subjects within the Diploma to receive my certificate: DFP 1 - Financial.

Bachelor Of Business, Economics And Finance

Rmit University

Activities and Societies: RUSUCourses completed during my Bachelor's Degree: - Business Computing - Introduction to Management.

High School

St Kevins College

Activities and Societies: Soccer team, Football team

FAQ

Frequently asked questions about Daniel Kalisperis

Quick answers generated from the profile data available on this page.

What company does Daniel Kalisperis work for?

Daniel Kalisperis works for Apt Wealth Partners.

What is Daniel Kalisperis's role at Apt Wealth Partners?

Daniel Kalisperis is listed as Financial Planner at Apt Wealth Partners.

Where is Daniel Kalisperis based?

Daniel Kalisperis is based in Greater Melbourne Area, Australia while working with Apt Wealth Partners.

What companies has Daniel Kalisperis worked for?

Daniel Kalisperis has worked for Apt Wealth Partners, Jp Wealth Management, Williamstown R.S.L, and The Celtic Club.

Who are Daniel Kalisperis's colleagues at Apt Wealth Partners?

Daniel Kalisperis's colleagues at Apt Wealth Partners include Karolina Scales, Matthew Dunbar Cfp®, Anthony Lee, Tim Conde, and Brian Paou.

How can I contact Daniel Kalisperis?

You can use AeroLeads to view verified contact signals for Daniel Kalisperis at Apt Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Daniel Kalisperis attend?

Daniel Kalisperis holds Diploma Of Financial Planning (Rg146) from Kaplan Professional.

What skills is Daniel Kalisperis known for?

Daniel Kalisperis is listed with skills including Teamwork, Microsoft Excel, Management, Time Management, Accounting, Customer Service, Marketing, and Gaming Industry.

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