Daniel Miklos Email & Phone Number
Principal Senior Financial Adviser @ Oak Tree Financial Planning
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Daniel Miklos Location
- Tweed Heads West, NSW, AU
Daniel Miklos Work
- 2012 -now Principal Senior Financial Adviser @
- 2012 -now Principal @
- 2012 -now Financial Planner ♦ Tax and Debt Reduction ♦ SMSF ♦ Lending and Investment Advisor ♦ Retirement Planning @
- 2010 -2012 Project Manager at Interflow Pty @
- 2007 -2010 Products and Marketing Manager @
- 2005 -2007 Asset Manager @
- 2005 -2005 Product Development Engineer @
- 2002 -2005 Product Engineer @
Daniel Miklos Education
- Kaplan Professional
Advanced Diploma Financial Planning
2015-2016 - Kaplan Professional
Diploma of Financial Planning
2012-2013 - University of New South Wales
Bachelor of Engineering (B.E.) (Mechanical Engineering)
1996-2000 - University of New South Wales
Bachelor of Arts (B.A.) (Economics)
1996-2000
Daniel Miklos Skills
- Financial Advice
- Financial Planning
- Financial Advisory
- Strategy
- Retirement Planning
- Investments
- Investment Strategies
- Investment Properties
- Shares
- Debt Management
- Debt Consolidation
- Superannuation
- SMSF
- Tax Planning
- Budget Management
- Cash Flow
- Financial Risk
- Personal Insurance
- Project Planning
- Contract Management
- MS Project
- Contract Negotiation
- Engineering
- Operations Management
- Budgets
- Procurement
- Project Engineering
- Change Management
- Sales Management
- Risk Management
- Construction
- Strategic Planning
- 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
- Management
- Finance
- Business Strategy
- Business Development
- Product Development
- Public Speaking
- Sales
- SQL
Daniel Miklos Summary
- Daniel Miklos, based in Tweed Heads West, NSW, AU, is currently a Principal Senior Financial Adviser at Oak Tree Financial Planning Pty Ltd. Daniel Miklos brings experience from previous roles at Oak Tree Financial Planning Pty Ltd and Interflow Pty Ltd. Daniel Miklos holds a 2015 - 2016 Advanced Diploma Financial Planning @ Kaplan Professional. With a robust skill set that includes Financial Advice, Financial Planning, Financial Advisory, Strategy, Retirement Planning and more. Daniel Miklos has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Oak Tree Financial Planning Employees
Daniel Miklos
Principal Senior Financial Adviser
Tweed Heads West, NSW, AU
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