Dustin Bartholomew profile photo

Dustin Bartholomew

Mba Wealth Solutions Pty Ltd

Gold
17 Yrs Experience
Bathurst, NSW 2795

MBA Wealth Solutions was founded in 1987 but changed its name to MBA Wealth Solutions in 2017. MBA is now the largest Financial Planning firm in Bathurst, servicing the Central West of NSW. We provide a holistic approach that incorporates financial planning, investments, insurance, superannuation, retirement, estate planning, cash flow, and risk management.

We own and operate our own Australian Financial Services Licence and offer you a team of advisers with over 75 years of combined financial planning experience– making us the most experienced team in Bathurst.

Growing up in the Central West, I completed a Bachelor of Business (Finance) at Charles Sturt University. I joined the MBA team in 2005 and have continued studying and expanding my technical skills, specialising in complex business and superannuation advice. From humble beginnings, I have now been named one of Australia’s top 50 most influential financial advisers.

I enjoy working with a diverse portfolio of clients and use my broad experience and knowledge to assist them in meeting their financial goals and objectives.

I am active in the local community, enjoy riding my trail motorbike in the local forests and am kept busy raising my growing family in Bathurst.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Mba Wealth Solutions Pty Ltd

195 Russell St
Bathurst, NSW 2795

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Mba Wealth Solutions Pty Ltd

AFSL 240689