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.
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.
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 1
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
Momentum Wealth Management - Bentleigh
277 Centre RdBentleigh, VIC 3204 410 Burwood Hwy
Wantirna South, VIC 3152
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Momentum Wealth Management Corporation Pty Ltd
AFSL 454895