Principal Senior Financial Adviser
Current
Oct 2012 - Present
AeroLeads people directory · profile
Daniel Miklos Email & Phone Number
Principal Senior Financial Adviser
at
Oak Tree Financial Planning Pty Ltd
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Principal Senior Financial Adviser
Location
Tweed Heads West, New South Wales, Australia
Company size
Who is Daniel Miklos? Overview
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Quick answer
Daniel Miklos is listed as Principal Senior Financial Adviser at Oak Tree Financial Planning Pty Ltd, a company with 2 employees, based in Tweed Heads West, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Daniel Miklos.
Daniel Miklos previously worked as Principal at Oak Tree Financial Planning Pty Ltd and Financial Planner ♦ Tax & Debt Reduction ♦ SMSF ♦ Lending & Investment Advisor ♦ Retirement Planning at Oak Tree Financial Planning Pty Ltd. Daniel Miklos holds Bachelor Of Engineering (B.E.), Mechanical Engineering, Hons from University Of New South Wales.
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Oak Tree Financial Planning Pty Ltd
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Profile bio
About Daniel Miklos
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
Listed skills include Investments, Project Planning, Financial Planning, Contract Management, and 46 others.
Current workplace
Daniel Miklos's current company
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Oak Tree Financial Planning Pty Ltd
Employees
2
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8 roles · 16 years
Daniel Miklos work experience
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Principal
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.
Financial Planner ♦ Tax & Debt Reduction ♦ Smsf ♦ Lending & Investment Advisor ♦ Retirement Planning
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.
Project Manager At Interflow Pty
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.
2010 - 2012
~2 yrs
Products And Marketing Manager
Oct 2007 - Oct 2010
Sep 2005 - Oct 2007
Product Development Engineer
May 2005 - Sep 2005
Apr 2002 - May 2005
4 education records
Daniel Miklos education
Bachelor Of Engineering (B.E.), Mechanical Engineering, Hons
Bachelor Of Arts (B.A.), Economics
Diploma Of Financial Planning
Advanced Diploma Financial Planning
FAQ
Frequently asked questions about Daniel Miklos
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What company does Daniel Miklos work for?
Daniel Miklos works for Oak Tree Financial Planning Pty Ltd.
What is Daniel Miklos's role at Oak Tree Financial Planning Pty Ltd?
Daniel Miklos is listed as Principal Senior Financial Adviser at Oak Tree Financial Planning Pty Ltd.
Where is Daniel Miklos based?
Daniel Miklos is based in Tweed Heads West, New South Wales, Australia while working with Oak Tree Financial Planning Pty Ltd.
What companies has Daniel Miklos worked for?
Daniel Miklos has worked for Oak Tree Financial Planning Pty Ltd, Interflow Pty Ltd, and Tenneco.
How can I contact Daniel Miklos?
You can use AeroLeads to view verified contact signals for Daniel Miklos at Oak Tree Financial Planning Pty Ltd, including work email, phone, and LinkedIn data when available.
What schools did Daniel Miklos attend?
Daniel Miklos holds Bachelor Of Engineering (B.E.), Mechanical Engineering, Hons from University Of New South Wales.
What skills is Daniel Miklos known for?
Daniel Miklos is listed with skills including Investments, Project Planning, Financial Planning, Contract Management, Financial Advisory, Strategy, Ms Project, and Contract Negotiation.
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