Dominic has been working in the financial services industry for more than 25 years, including more than 20 years as a Certified Financial Planner. He is also a Chartered Accountant (Financial Planning Specialist). Dominic's professional qualifications include a Bachelor of Commerce from the University of Tasmania and a Diploma of Financial Planning from Deakin University. Dominic has been recognised by the Personal Investor magazine as a member of their “Master Class” (top 50 Certified Financial Planners in Australia) on six occasions. He has also been named in the Baron's (in conjunction with The Australian) top 50 financial advisers in Australia, and the 'Financial Standard Power 50' top 50 most influential financial advisers in Australia. Dominic is the Managing Director and Senior Private Wealth Adviser of Unica Wealth Pty Ltd (ASIC Authorised Representative Number 415638).
Because everybody comes to the table with a different set of circumstances, and requirements, our fees are set having regard to the breadth of the advice required, the type of the advice, time involved to provide the advice and value that we know the advice will unlock. We charge a fee of $440 for our first appointment with clients new to the practice, and provide an outline of prospective fees thereafter in our initial chat.
The assistance Dom and his team have provided to my wife and I is invaluable.He developed a plan some years ago which has provided a guiding path strategically for our financial planning and ongoing management.He is always across the plan and so his advice is timely and considered. He is never too busy to take a call or provide a guiding response to a curly issue . We always feel in very good hands .
I trust Dominic and his advice implicitly. He and his team have helped me navigate my financial progression through changing and sometimes challenging circumstances with confidence. His approach is incredibly professional and he has always come up with a great solution to each problem or opportunity as it has arisen. I always feel like a very valued client, and that he is an invested partner in me achieving my desired financial future.
We could not be happier with the service Dom provides. He is the consummate professional. Dom’s knowledge of the financial services industry is outstanding. He has set us up with a portfolio which has accelerated our retirement savings, yet matches our risk profile and which has made the administration of our SMSF a lot less work for me. In our meetings with Dom, we find him to be thoroughly prepared and he speaks in plain English terms which we both find easy to understand. After every meeting, we are provided with comprehensive minutes, and any matters which need attending to, are acted upon promptly, with confirmation of action communicated to us. We also find the support staff at UNICA to be highly professional and efficient. My wife and I are very appreciative of all that Dom has done for us in the short time we have been with him, and we would be delighted to recommend him and the team at UNICA without reservation.
Dominic and his team provide excellent and professional advice that always exceeds our expectations. Dominic in particular has clear communications skills, the ability to convey information eloquently and he engenders confidence. We always feel valued and assured that we have received the right advice.
Dominic provides an excellent professional service within a framework of empathy and genuine understanding. His financial plan for me was based on a detailed analysis of my comfort level with investment risk, realistic lifestyle projections, budget requirements and expected income. He has successfully renewed my confidence for my future while at the same time empowering me to make good decisions that will affect me and my family.
- Adviser status Platinum
- Number of reviews 14
- First year providing advice 1998
- Years of experience 25
- Certified Financial Planner (CFP)
Unica Wealth Pty LtdLevel 1, 160 Collins Street
Hobart, TAS 7000 160 Collins St
HOBART, TAS 7000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Sgn Financial Pty Ltd