Why us? We are committed to maintaining our FPA Professional practice.
We know money is a means to an end, not an end in itself.That’s why we take a holistic view of your life and your finances, including aspects like estate planning that you may have overlooked. This ensures we provide ethical standards, professional practice and uphold the Financial Planning Association's Code of Professional Practice.
A holistic view
We know money is a means to an end, not
07/01/2022
This past year we have been working extremely hard to expand our services interstate. We are thrilled to announce our team has now expanded to Queensland.
We now have an office in Ormiston, Queensland.
(29 Sturgeon Street, Ormiston QLD)
Central Wealth now have five Office locations and this is our first interstate.
03/01/2022
We're back in business !
29/12/2021
From the team at Central Wealth!
Wishing you a very Merry Christmas !
13/09/2021
Lucky, a certified financial adviser, warns people with elderly parents to consider aged care options before something terrible happens: “So many people start planning their elder care in the car park of the hospital after a crisis. It’s better not to be so reactive.” Learn more via new workbook
Download our Financial Workbook | MLC Australia Download our Financial Workbook | MLC Australia
Have your priorities changed?
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05/07/2021
Key changes to super from 1 July 2021.
https://www.mlc.com.au/personal/blog/2021/06/key-changes-to-super?fbclid=IwAR0k6OZhdlXKN0GmjuTWNLZF_LRumH1ZAMtlQbzBTPew101OdVk516Kjtxs
Key changes to super from 1 July 2021 There are changes affecting super from 1 July 2021 which could impact you.
07/06/2021
To all of our amazing Victorian staff and members. Thoughts are with you and stay strong.
02/06/2021
I would say our latest adviser addition Dan is certainly keeping his members happy. What a lovely testimonial - some home grown mandarins!
Congratulations Daniel Meilak - His hard work and dedication has paid of and he has now been awarded Financial Planner!
Let metell you a bit about Dan...
Associate Partner and Financial Planner
BBFB Bachelor of Business - (Financial Risk Management/Banking & Finance)
Diploma of Finance and Mortgage Broking Management
Current goals? To fight off my baldness with my shampoo.
Best skill outside of work? I can speak broken Italian.
Describe yourself? Smart, Kind and Bald.
Daniel believes in understanding people first, where they are now and where they want to go. Then determine what can be done to improve their financial & personal situation, be it greater communication, understanding, strategic planning or maintaining accountability toward what they really want.
He completed his Bachelor of Business - (Financial Risk Management/Banking & Finance) and joined Central Wealth Financial Planning in 2013 with a new world perspective. Having completed study during the Global Financial Crisis of 2008 Daniel graduated with an understanding of the need to balance risk within investments. He now has over 7 years industry experience and has collaboratively worked on investment strategies for over $15 million of investment money.
He boasts excellent client service experience and problem solving skills.
15/04/2021
How to avoid the biggest investment mistakes To help you on your path to success as an investor, we’ve outlined some of the most common and expensive investment mistakes and how to avoid them.