Aug 2017 - Present
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Daniel Krstevski Email & Phone Number
Financial Advisor | CFP® | Summit Financial Advisors
at
Summit Financial Advisors
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✓ Verified Jul 2026
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Profile completeness 100%
Current company
Role
Financial Advisor | CFP® | Summit Financial Advisors
Location
Greater Newcastle Area, Australia
Company size
Who is Daniel Krstevski? Overview
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Quick answer
Daniel Krstevski is listed as Financial Advisor | CFP® | Summit Financial Advisors at Summit Financial Advisors, a with 9 employees, based in Greater Newcastle Area, Australia. AeroLeads shows a matched LinkedIn profile for Daniel Krstevski.
Daniel Krstevski previously worked as Financial Advisor at Summit Financial Advisors and Senior Accountant at Summit Financial Advisors. Daniel Krstevski holds Master Of Financial Planning from Kaplan Professional.
Company email context
Email format at Summit Financial Advisors
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Summit Financial Advisors
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Profile bio
About Daniel Krstevski
Financial Advisor | CFP® | Summit Financial Advisors | Authorised Representative of Count FinancialProfessional Designation: CFP® | CERTIFIED FINANCIAL PLANNER®.SMSF Specialist Advisor (SSA®).Professional Experience:20 years experience in financial accounting, taxation advice and business services at Summit Financial Advisors.7 years experience in the provision of financial planning advice at Summit Financial Advisors.Memberships:CFP® Member of the Financial Advice Association Australia (FAAA).Specialist Member of the SMSF Association.Registered as a Tax Agent with the Tax Practitioners Board.
Listed skills include Financial Planning, Value Investing, Investments, Finance, and 12 others.
Current workplace
Daniel Krstevski's current company
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Summit Financial Advisors
2 roles
Daniel Krstevski work experience
A career timeline built from the work history available for this profile.
Senior Accountant
Summit Financial Advisors
Jan 2005 - Aug 2017
Team & coworkers
Colleagues at Summit Financial Advisors
Other employees you can reach at summitadvisorsmn.com. View company contacts for 9 employees →
TB
Tahlia Body
Colleague at Summit Financial AdvisorsWest Wallsend, New South Wales, Australia
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GJ
Greg Johnson
Colleague at Summit Financial AdvisorsWaco Area, United States
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JS
Jeff Schlicht, Cfp®
Colleague at Summit Financial AdvisorsGreater Minneapolis-St. Paul Area, United States
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MS
Matt Scherer, Cfp®
Colleague at Summit Financial AdvisorsHamel, Minnesota, United States
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KH
Kerrie Haggarty
Colleague at Summit Financial AdvisorsAustralia
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JP
Jenny Peacock
Colleague at Summit Financial AdvisorsGreater Newcastle Area, Australia
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Tahlia Body
Colleague at Summit Financial AdvisorsWest Wallsend, New South Wales, Australia
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GJ
Greg Johnson
Colleague at Summit Financial AdvisorsWaco Area, United States
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JS
Jeff Schlicht, Cfp®
Colleague at Summit Financial AdvisorsGreater Minneapolis-St. Paul Area, United States
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MS
Matt Scherer, Cfp®
Colleague at Summit Financial AdvisorsHamel, Minnesota, United States
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KH
Kerrie Haggarty
Colleague at Summit Financial AdvisorsAustralia
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JP
Jenny Peacock
Colleague at Summit Financial AdvisorsGreater Newcastle Area, Australia
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5 education records
Daniel Krstevski education
Master Of Financial Planning
Advanced Diploma Of Financial Planning
Diploma Financial Services (Financial Planning)
Bachelor Of Commerce, (Financial Planning, Taxation And Accounting)
Education record
FAQ
Frequently asked questions about Daniel Krstevski
Quick answers generated from the profile data available on this page.
What company does Daniel Krstevski work for?
Daniel Krstevski works for Summit Financial Advisors.
What is Daniel Krstevski's role at Summit Financial Advisors?
Daniel Krstevski is listed as Financial Advisor | CFP® | Summit Financial Advisors at Summit Financial Advisors.
Where is Daniel Krstevski based?
Daniel Krstevski is based in Greater Newcastle Area, Australia while working with Summit Financial Advisors.
What companies has Daniel Krstevski worked for?
Daniel Krstevski has worked for Summit Financial Advisors.
Who are Daniel Krstevski's colleagues at Summit Financial Advisors?
Daniel Krstevski's colleagues at Summit Financial Advisors include Tahlia Body, Greg Johnson, Jeff Schlicht, Cfp®, Matt Scherer, Cfp®, and Kerrie Haggarty.
How can I contact Daniel Krstevski?
You can use AeroLeads to view verified contact signals for Daniel Krstevski at Summit Financial Advisors, including work email, phone, and LinkedIn data when available.
What schools did Daniel Krstevski attend?
Daniel Krstevski holds Master Of Financial Planning from Kaplan Professional.
What skills is Daniel Krstevski known for?
Daniel Krstevski is listed with skills including Financial Planning, Value Investing, Investments, Finance, Business Analysis, Financial Analysis, Strategic Financial Planning, and Equities.
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