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.
With a Bachelor of Commerce in Economics and Finance from South Africa, I relocated to Australia with my family in 2017. Starting out writing advice for financial advisers, I soon discovered my passion for working directly with clients. Committed to delivering value at every stage of the journey, I take pride in crafting personalised strategies that align with each client’s unique needs and aspirations. My goal is to provide clear, actionable advice that empowers you as my client to build lasting financial success.
At Olive Tree Wealth, we are dedicated to building client confidence in the financial planning industry by prioritising transparency, integrity, and truly client-focused advice.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt Olive Tree Wealth we pride ourselves on providing high-quality advice that helps our clients achieve their goals and is clearly in their best interests. We quote our fees for personal financial advice and there are no surprises. Any advice fees quoted reflect the level of complexity of the advice, the time required to prepare and implement the strategy as well as the value it provides to our clients.
Almost all of our clients elect to participate in our Ongoing Service Program, and we have fixed-fee packages designed to provide ongoing value with peace-of-mind that you won't be paying more fees simply because your wealth has grown. We believe in charging for the advice and service provided, regardless of whether you have $100,000 or $1,000,000.
We can also charge at our hourly rate for advice and service, if clients wish to use this method instead.
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 7
- First year providing advice 2018
- Years of experience 8
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Olive Tree Wealth
Suite 472, Level 2, 66 Victor CresNarre Warren, VIC 3805
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Vinarc Pty Ltd
AFSL 484222