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Dawid Van Dyk

Momentum Wealth Management - Mt Waverley

Bronze
6 Yrs Experience
Bentleigh, VIC 3204

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Budgeting

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.

At a glance

  • Adviser status Bronze
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Momentum Wealth Management - Mt Waverley

277 Centre Rd
Bentleigh, VIC 3204
410 Burwood Hwy
Wantirna South, VIC 3152

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Momentum Wealth Management Corporation Pty Ltd

AFSL 454895