Recent reviews
Momentum Wealth Management - Mt Waverley
277 Centre RdBentleigh, VIC 3204
Opening hours
- 9:00am – 7:00pm Monday – Friday
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 12
- First year providing advice 2017
- Years of experience 6
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
The primary role for financial planners is to add value for our clients. The fee structure I employ varies depending on a client position and the potential value added. I attempt to only position fees if a clear line of value is evident to a client so my clients can walk out comfortably ahead.
Licensed by
Momentum Wealth Management Corporation Pty Ltd
AFSL 454895
