Daniel Kalisperis - APT Wealth

Financial Adviser

Daniel Kalisperis_{BBus, GradDipFP}

Melbourne

daniel@aptwealth.com.au

Daniel Kalisperis is an Adviser with Apt Wealth.

Daniel has been in the financial advice industry since 2016, as a paraplanner and client services manager, before joining Apt in 2022. He is passionate about helping people plan for and realise their dreams and has experience working with the intricacies of SMSFs and Corporate Trustees.

He holds a Bachelor of Business in Economics and Finance and a Graduate Diploma of Financial Planning.

Outside the office, Daniel enjoys drawing and design, going to the gym and the beach as well as spending time with his two French Bulldogs.

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General Advice Warning

The information provided on this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. Apt Private Capital is a business name of Apt Wealth Partners. Apt Wealth Partners (AFSL and ACL 436121 ABN 49 159 583 847) and Apt Wealth Home Loans (powered by Smartline ACL 385325) recommends that you obtain professional advice before making any decision in relation to your particular requirements or circumstances.

Daniel KalisperisBBus, GradDipFP

Sign up here to stay up-to-date with market trends, and receive the latest tips and advice on a range of financial planning, lifestyle and investment trends and topics.

Daniel Kalisperis_{BBus, GradDipFP}