4.72

9 Reviews

Daniel Lepre

Homestead Financial Group Pty Ltd

Platinum

13 Yrs Experience

Werribee, VIC 3030

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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.

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

5.00 July 2023

Thorough

Explains options/choices clearly

Available when I need him

Trustworthy

Honest

Accessible

5.00 July 2023

Easy to discuss our plans and get very valuable recommendations.

5.00 July 2023

Daniel's service has been terrific and when I need more explain he is always available. I would recommend him to anyone.

5.00 July 2023

Daniel is attentive. His advise is in line with my requirements. He always has time to answer and questions I may have at anytime.

5.00 July 2023

You asked the question and I gave the answer because I consider 10 to be the figure deserved.

Adviser status Platinum
Rating 4.72
Number of reviews 9
First year providing advice 2011
Years of experience 13
Highest qualification
- Graduate Diploma of Financial Planning
Language spoken
- English

Werribee, VIC 3030 – Google Maps

Homestead Financial Group Pty Ltd

Unit 1, 19 Synnot St
Werribee, VIC 3030

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Amp Financial Planning Pty Ltd

AFSL 232706