Daniel Lepre

Homestead Financial Group Pty Ltd

Platinum
13 Yrs Experience
Werribee, VIC 3030

Daniel joined Homestead Financial Group in 2011 as a Financial Adviser and has been serving the firm with dedication and commitment. He progressed within the company and was appointed as a Director in 2017.

As a trusted adviser, Daniel understands that financial decisions can be complex and overwhelming. He sees his role as a guide and educator, helping his clients to navigate the financial landscape and make informed decisions that align with their goals and values.

Daniel is passionate about empowering his clients to take control of their financial future, and he believes that everyone can benefit from professional financial advice. He takes a client-first approach, listening to their needs and tailoring his advice to their unique circumstances. His expertise lie in the areas of retirement planning, superannuation, Centrelink advice, and managed investments.

Outside of work, Daniel values spending time with his loved ones. He enjoys socialising with friends and cherishes the time he spends with his family. He is an avid movie enthusiast and enjoys watching films of all genres. In addition, Daniel is a passionate football fan and follows the world game closely. Daniel is a proud long-standing member of the Melbourne Victory Football Club.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.75
  • Number of reviews 10
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Homestead Financial Group Pty Ltd

Unit 1, 19 Synnot St
Werribee, VIC 3030

Meeting methods

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

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706