Daniel Leow

Soda Wealth

Gold
18 Yrs Experience
Malvern East, VIC 3145

Recent reviews

Soda Wealth

50 Webster St
Malvern East, VIC 3145

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Daniel has given excellent advice and support for over 15 years . He has advised with early investment into our supper for the future and then guided us with our transition into early retirement due to my husdands stroke . Without Daniel and his ability to explain things in a simple easy way for us to understand and his willingness to help as navigate our pathway to retiement to where our living standard was not compermised we would of been lost . Daniel has always made himself available either by phone or appoinment nothing is ever a problem which is very reassuring to know for any finacial situation which may occur . Having Daniel is a great compfort and i have confidentaly recomended him to several friends ."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"In the year 2003, my life changed forever. My partner of over 20 years died. I was shattered and I had no idea what to do financially as my partner looked after all the financial side of things. Completely out of my depth, I went to many advisers and banks. Not feeling comfortable with many of them. Then I met Daniel Leow. I felt for the first time I had found somebody who listened to me and understood my situation and really helped me by explaining every last detail so I could understand. I was shattered to find out that he had left the bank but glad that I was able to track him down to continue for him to become my financial planner. I didn’t want anyone else to look after my finances. From that day until today Daniel has been helping and guiding me through every aspect of my finances. Nothing is too much trouble for him. He is always there to help me when things come up or if there is anything that I don’t understand. He is patient and caring and I recommend that you don’t hesitate to give him a call and see him as you will never be sorry. G. BELL CHIRNSIDE PARK"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets

Qualifications & Training

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2006

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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