Daniel Miklos

Daniel Miklos Email and Phone Number

Principal Senior Financial Adviser at Oak Tree Financial Planning Pty Ltd @ Oak Tree Financial Planning Pty Ltd
Daniel Miklos's Location
Tweed Heads West, New South Wales, Australia, Australia
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

Daniel Miklos's Current Company Details
Oak Tree Financial Planning Pty Ltd

Oak Tree Financial Planning Pty Ltd

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Principal Senior Financial Adviser at Oak Tree Financial Planning Pty Ltd
Employees:
2
Daniel Miklos Work Experience Details
  • Oak Tree Financial Planning Pty Ltd
    Principal Senior Financial Adviser
    Oak Tree Financial Planning Pty Ltd Oct 2012 - Present
    Tweed Heads/Gold Coast
  • Oak Tree Financial Planning Pty Ltd
    Principal
    Oak Tree Financial Planning Pty Ltd Oct 2012 - Present
    Tweed Heads/Coolangatta And Varsity Lakes
    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… 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
  • Oak Tree Financial Planning Pty Ltd
    Financial Planner ♦ Tax & Debt Reduction ♦ Smsf ♦ Lending & Investment Advisor ♦ Retirement Planning
    Oak Tree Financial Planning Pty Ltd Oct 2012 - Present
    Gold Coast And Brisbane Area, Australia
    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… 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
  • Interflow Pty Ltd
    Project Manager At Interflow Pty
    Interflow Pty Ltd 2010 - 2012
    Brisbane, Qld
    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… 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
  • Interflow Pty Ltd
    Products And Marketing Manager
    Interflow Pty Ltd Oct 2007 - Oct 2010
  • Interflow Pty Ltd
    Asset Manager
    Interflow Pty Ltd Sep 2005 - Oct 2007
    Sydney, Nsw
    Asset and Maintenance Manager - National
  • Interflow Pty Ltd
    Product Development Engineer
    Interflow Pty Ltd May 2005 - Sep 2005
    Sydney, Australia
  • Tenneco
    Product Engineer
    Tenneco Apr 2002 - May 2005
    Sydney, Australia
    Product Engineer - Monroe Springs (Automotive)

Daniel Miklos Skills

Investments Project Planning Financial Planning Contract Management Financial Advisory Strategy Ms Project Contract Negotiation Management Retirement Planning Engineering Operations Management Budgets Procurement Risk Management Finance Financial Advice Project Engineering Change Management Sales Management Construction Strategic Planning Business Strategy Investment Strategies Investment Properties Superannuation Financial Risk Project Management Lean Manufacturing Manufacturing Continuous Improvement Process Improvement Product Management Construction Management Business Process Improvement Negotiation Strategic Financial Planning Purchasing Supply Chain Supply Chain Management Business Development Shares Debt Management Debt Consolidation Smsf Tax Planning Budget Management Cash Flow Personal Insurance Product Development

Daniel Miklos Education Details

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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