Daniel Miklos Email and Phone Number
I adopt a fresh, modern approach to financial planning that makes it attractive, relevant, and valuable to any individual and regardless of what stage of life you are at. I have a very down-to-earth approach to financial planning but maintain a high level of professionalism. I’m extremely passionate about what I do which is why I take the time to get to know every one of my clients and build long lasting & trusting relationships with them. I don’t lump clients into levels of service depending on how much money they have invested. Instead, I treat every client with the same level of respect and attention.My expertise spans a number of areas including: ✔ Cash flow and Budgeting✔ Debt management; repaying loans sooner and saving on interest✔ Setting up savings/investment plans✔ Strategic Investment Advice✔ Superannuation and SMSF✔ Retirement Planning✔ Investing in Property✔ Strategies to reduce tax ✔ Full Lending Service (for new home loans/ loan refinancing etc.) I know that I can help every individual get a head start in life by establishing a strong foundation for them to build on. From there I can help guide them along their life journey. To arrange your free initial consultation, or to simply have a chat, contact me:☏ 0448 066 597✉ daniel@oaktreefinancialplanning.com.au. For more information, visit our website atwww.oaktreefinancialplanning.com.auTax & Debt Reduction | SMSF | Loan Refinancing | Retirement Planning | Lending & Investment Advisor
Oak Tree Financial Planning Pty Ltd
View- Employees:
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Principal Senior Financial AdviserOak Tree Financial Planning Pty Ltd Oct 2012 - PresentTweed Heads/Gold Coast -
PrincipalOak Tree Financial Planning Pty Ltd Oct 2012 - PresentTweed Heads/Coolangatta And Varsity LakesOak Tree Financial Planning is a boutique financial planning practice with offices in Tweed Heads and Varsity Lakes. We specialise in providing comprehensive holistic financial advice to individuals and small business owners. At Oak Tree Financial Planning your financial well-being is our greatest concern. ✔ We work with you to develop a step-by-step strategic plan to help you achieve your financial goals.✔ We provide an upfront and ongoing advice service to ensure your… Show more Oak Tree Financial Planning is a boutique financial planning practice with offices in Tweed Heads and Varsity Lakes. We specialise in providing comprehensive holistic financial advice to individuals and small business owners. At Oak Tree Financial Planning your financial well-being is our greatest concern. ✔ We work with you to develop a step-by-step strategic plan to help you achieve your financial goals.✔ We provide an upfront and ongoing advice service to ensure your financial plan is regularly reviewed and remains appropriate for your circumstances and changing life goals.✔ We provide a transparent flat dollar fee for our services based on the complexity of the strategy and the amount of work involved and not how much money you have to invest.✔ We do not receive upfront or ongoing commissions from investment products.✔ Our financial planners are all tertiary (university) qualified and have/or are studying towards CFP qualifications to provide you with professional financial advice of the highest quality.✔ We offer an independent mortgage broking service with access to over 30 different lenders for all your loan and financing needs.To arrange your free initial consultation, or to simply have a chat, contact me:☏ 0448 066 597✉ daniel@oaktreefinancialplanning.com.au. For more information, visit our website atwww.oaktreefinancialplanning.com.au Show less -
Financial Planner ♦ Tax & Debt Reduction ♦ Smsf ♦ Lending & Investment Advisor ♦ Retirement PlanningOak Tree Financial Planning Pty Ltd Oct 2012 - PresentGold Coast And Brisbane Area, AustraliaAt Oak Tree Financial Planning we specialise in developing strategies to help you grow and protect your wealth by providing high quality advice in the following areas:Our services include:✔ Financial Advice✔ Investments✔ Tax Planning✔ Superannuation✔ SMSF✔ Retirement Planning✔ Redundancy / Inheritance✔ Life Insurance✔ Home Loans / Refinancing✔ Cash Flow Management✔ Debt Management✔ Investment PropertiesOak Tree Financial… Show more At Oak Tree Financial Planning we specialise in developing strategies to help you grow and protect your wealth by providing high quality advice in the following areas:Our services include:✔ Financial Advice✔ Investments✔ Tax Planning✔ Superannuation✔ SMSF✔ Retirement Planning✔ Redundancy / Inheritance✔ Life Insurance✔ Home Loans / Refinancing✔ Cash Flow Management✔ Debt Management✔ Investment PropertiesOak Tree Financial Planning is servicing clients living in Brisbane, Gold Coast, Sunshine Coast, and Tweed Coast.To arrange your free initial consultation, or to simply have a chat, contact me:☏ 0448 066 597 ✉ daniel@oaktreefinancialplanning.com.au. For more information, visit our website atwww.oaktreefinancialplanning.com.auCash Flow & Budgeting | Tax & Debt Reduction | Investments | Investment Properties | Super and SMSF | Loans & Loan Refinancing | Retirement Planning Show less -
Project Manager At Interflow PtyInterflow Pty Ltd 2010 - 2012Brisbane, QldInterflow Pty Limited is the leading provider in Australia and New Zealand of repair, restoration and renewal services for deteriorated underground non-pressure pipelines. The Company uses world-leading products and techniques that eliminate or minimise the need for excavation. Pipeline diameters can range from 100mm to over 2,400mm, and the full range of ancillary services are offered. Interflow’s expertise is backed by pipeline industry construction experience dating back to… Show more Interflow Pty Limited is the leading provider in Australia and New Zealand of repair, restoration and renewal services for deteriorated underground non-pressure pipelines. The Company uses world-leading products and techniques that eliminate or minimise the need for excavation. Pipeline diameters can range from 100mm to over 2,400mm, and the full range of ancillary services are offered. Interflow’s expertise is backed by pipeline industry construction experience dating back to 1936. The Company installed many of the original sewers and water supply pipelines for regional towns throughout Australia. Interflow has always had a culture of innovation. Right from early in its history it was often the first to import and use advanced trenching and pipe handling equipment. Construction of deep pipelines and pipelines in water charged ground was also pioneered and as a result specialist expertise was developed in trench shoring and dewatering. A logical progression of this culture of innovation in the pipeline contracting industry was the entry in 1991 to the Trenchless Technology industry. Today Interflow has become Australia’s largest pipeline rehabilitation specialist, working in all states of Australia as well as New Zealand. In undertaking this work, Interflow has become a world leader in a fast developing industry. Show less -
Products And Marketing ManagerInterflow Pty Ltd Oct 2007 - Oct 2010 -
Asset ManagerInterflow Pty Ltd Sep 2005 - Oct 2007Sydney, NswAsset and Maintenance Manager - National -
Product Development EngineerInterflow Pty Ltd May 2005 - Sep 2005Sydney, Australia -
Product EngineerTenneco Apr 2002 - May 2005Sydney, AustraliaProduct Engineer - Monroe Springs (Automotive)
Daniel Miklos Skills
Daniel Miklos Education Details
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Economics -
Diploma Of Financial Planning -
Advanced Diploma Financial Planning
Frequently Asked Questions about Daniel Miklos
What company does Daniel Miklos work for?
Daniel Miklos works for Oak Tree Financial Planning Pty Ltd
What is Daniel Miklos's role at the current company?
Daniel Miklos's current role is Principal Senior Financial Adviser at Oak Tree Financial Planning Pty Ltd.
What schools did Daniel Miklos attend?
Daniel Miklos attended University Of New South Wales, University Of New South Wales, Kaplan Professional, Kaplan Professional.
What skills is Daniel Miklos known for?
Daniel Miklos has skills like Investments, Project Planning, Financial Planning, Contract Management, Financial Advisory, Strategy, Ms Project, Contract Negotiation, Management, Retirement Planning, Engineering, Operations Management.
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