Daniel Lepre

Homestead Financial Group Pty Ltd

Platinum
13 Yrs Experience
Werribee, VIC 3030

Daniel commenced as an Associate Financial Adviser with Homestead Financial Group in 2011 and was appointed as a Director of Homestead Financial Group in 2017. Daniel works closely with his clients, providing on-going strategic advice to help them achieve their financial and lifestyle goals and objectives.

Daniel specialises in the following financial advice services:

  • Retirement planning
  • Superannuation
  • Centrelink advice
  • Managed Investments

Outside of work, Daniel enjoys travelling and cinema, has a great passion for the world game and is a foundation member of the Melbourne Victory Football club.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Budgeting

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