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Office locations in Tweed Heads and Gold Coast.

Our Financial Planner's also offer a premium advice service and can arrange to meet with you in the convenience of your own home or workplace.

For more information, or to book your FREE no obligation initial consultation with a Financial Planner please call us, email us or simply fill in the form below.

Meet the team

DANIEL MIKLOS

Director & Senior Financial Planner

DANIEL MIKLOS, PRINCIPAL FINANCIAL PLANNER AND DIRECTOR

Daniel started Oak Tree Financial Planning in 2012 at a time of significant change in the Financial Planning industry. He recognised the importance of financial planning in today’s increasingly complex, stressful and time poor society and the benefits that high quality financial advice can make to people’s lives, regardless of “what stage of life they were at” or “how much money they had to invest”.

Daniel is passionate about helping his clients reach their financial goals and adopts a fresh and modern approach to financial planning. His ability to connect and understand his clients, combined with his high level of technical knowledge allows him to provide a highly personalised service.

Daniel is committed to continued education and professional development and is an active member of the Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA). His formal qualifications include an Advanced Diploma of Financial Planning, Diploma of Financial Planning, Bachelor of Engineering and Bachelor of Arts (Economics major). He is currently completing the FPA Certified Financial Planner (CFP) program, the highest recognised certification for professional Financial Planner’s.

Away from work, Daniel enjoys spending time with his 3 young kids and family, and has a passion for cooking, camping and fishing.

Nothing is more rewarding than working together with a client and seeing them significantly improve their financial well-being and fulfilling their goals.

 

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Testimonials

  • Daniel, thank you so much for all your help with our financial advice. We definitely value all the advice you have given us and have loved dealing with Oak Tree Financial Planning.  I would definitely recommend your services to others. ...
    -Anna and Adam Brisbane, Feb 2015

  • We are extremely happy with the service that Oak Tree Financial Planning has offered us. Within 3 years they showed us how we could afford 2 investment properties without it affecting our current lifestyle. I don’t think we would be in our current position without their help. They took the time ...
    -Lloyd and Michelle Canberra, ACT Sept 2015

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