I have over 29 years financial services experience and hold a Bachelor of Commerce (Economics) from Macquarie University, a Diploma of Financial Planning and am a Certified Financial Planner®. Prior to establishing DJT Wealth I worked at Macquarie for 14 years and was formerly an employee of Merrill Lynch for 4 years.
Using my financial planning and advisory skills, I seek to provide bespoke advice to a relatively small number of clients with whom I seek to build deep and long-lasting relationships. In doing so, I believe that I am best placed to add significant value to my client's financial and overall personal well-being.
My areas of expertise include superannuation, self managed super funds, retirement planning, shares, managed funds, insurance, debt management, employee share plans and estate planning.
I have been a client of DJT Wealth since their inception and value Dean's insights and advice on economic trends, share trading opportunities and selecting suitable asset allocations for my investment portfolio. Dean provides a comprehensive and professional service tailored to my current financial situation and has helped me to plan my superannuation strategy for future needs. I feel confident in his recommendations and appreciate his advice in setting an appropriate investment strategy and risk profile to achieve my goals.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2004
- Years of experience 19
- Certified Financial Planner (CFP)
Djt Wealth Pty LtdSuite 501, Level 5, 10 Bridge St
Sydney, NSW 2000 Charrington Court Unit 2, 35 Old Northern Rd
Baulkham Hills, NSW 2153
- 8:00am – 6:00pm Monday – Friday
Djt Wealth Pty Ltd