My name is Dawid (pronounced David), but I am more commonly known as DJ/ Deej.
My approach to advice is to add value however I can, to ensure that you feel valued and cared for. I do this by providing comprehensive goals-based advice, meeting your best interests.
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.
- Adviser status Bronze
- First year providing advice 2018
- Years of experience 6
- Bachelor of Commerce
Momentum Wealth Management - Mt Waverley277 Centre Rd
Bentleigh, VIC 3204 410 Burwood Hwy
Wantirna South, VIC 3152
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Momentum Wealth Management Corporation Pty Ltd