Our office is centrally located in Coolangatta/Tweed Heads making it convenient and easier for all our Gold Coast and Northern NSW clients to get to.

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

Meet the team


Principal Financial Planner & Director, Certified Financial Planner CFP®, Adv Dip Financial Planning, BA Economics, BE Mechanical Engineering


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 a Certified Financial Planner CFP® which is the highest recognised designation for professional and experienced Financial Planners. 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).

Away from work, Daniel enjoys spending time with his 4 young kids and family, and has a passion for cooking, travelling, 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.


Our Blog


  • It’s great to have a company, like Oak Tree Financial Planning, that really care about you . Big or small, their commitment is the same. Such a great feeling to be able to trust that they are honest and trustworthy. Highly recommended! ...
    -Kate and Brian, Gold Coast QLD, Nov 2017

  • The personal and professional manner in which Daniel Miklos from Oak Tree Financial Planning conducted our annual financial reviews has been a refreshing experience compared to other financial institutions. We have referred Oak Tree Financial Planning to others. They too have been impressed with the professional and caring way Daniel has ...
    -Phyllis and Ed, Central Coast NSW, July 2017

  • Daniel, from Oak Tree Financial Planning, has been supporting us with financial advice for 4 years now and he has been absolutely professional, supportive, timely and all round has helped us achieve our financial goals. ...
    -Maria and Allan, Bribie Island QLD, Oct 2017

  • I have been doing business with Daniel and the team at Oak Tree Financial Planning for the last two years, and I am very happy with their services. ...
    -Julie, Hastings Point NSW, Oct 2017

  • Highly recommended Daniel and Karen and their team from Oak Tree Finanical Planning. Their honesty, professionalism and financial planning skills has been so valuable to our family. They will help you asses your current financial position and work with you to achieve your goals for the future and build your ...
    -Tahlia and Cory, Tweed Heads NSW, Sept 2017

  • 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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