Daniel Leske

TALLOWWOOD WEALTH ADVICE PTY LTD

Gold
7 Yrs Experience
West Leederville, WA 6007

I believe good financial health is a cornerstone to overall health and happiness. Bringing 15 years of experience from previous roles in banking, superannuation, and financial advice, I hold a strong passion for education and increasing the financial literacy of my clients, breaking down jargon and complex concepts into easy-to-understand terms the everyday person can understand.

I pride myself in providing holistic advice to clients when planning for their future, ensuring they have confidence in reaching their short and long-term financial and lifestyle goals through a combination of technical expertise with personal attention for clients.

Through this experience I can help you develop a financial plan based on YOUR needs and financial goals and guide you on how to achieve them. I provide both ongoing and one-off advice depending on your goals and needs with no sales pitch or pushing, just honesty and transparency.

A member of the Financial Planning Association of Australia, I hold a Master of Financial Planning, Bachelor of Business and Economics, and an Advanced Diploma of Financial Planning and have successfully passed the national financial adviser exam to meet and exceed the new industry standards.

Outside of work I enjoy spending time with my newborn twins, and when I get a rare spare moment, I enjoy good food and wine, love to travel and explore new destinations and a variety of sports, having recently taken up golf.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.97
  • Number of reviews 9
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

TALLOWWOOD WEALTH ADVICE PTY LTD

Unit 1, 125 Cambridge St
West Leederville, WA 6007

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Strategic Finance Partners Pty Ltd

AFSL 559714