Dom Morello

Dnm Group Private Wealth Pty Ltd

Gold
8 Yrs Experience
North Melbourne, VIC 3051
As a chartered accountant, chartered tax adviser and financial adviser my focus is on providing clients the most tax effective wealth creation strategies. We assist clients to build wealth and generate income the easy way.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We don't charge a fee for our initial meeting to discuss & fully understand your financial goals and objectives. After meeting we will then provide detailed advice based on the scope agreed with you and put forward a fixed fee structure going forward based on the scope & advice required. All fees are quoted up front, agreed with you prior to commencing any work. Fixed fees provide you certainty on the costs & agreed outcomes.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 10
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualifications
    • Graduate Diploma - Chartered Accountant Program
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Dnm Group Private Wealth Pty Ltd

Suite 3, 21 Vale Street
North Melbourne, VIC 3051

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459

4.80
10 Reviews
5
4
3
2
1
4.90
Clear communication
4.80
Knowledge & expertise
4.80
Customer care
4.60
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"Dom's advice is always easy to understand and he replies promptly."

  • Self Managed SuperFunds
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Although I am a small account holder, I found Dom and his team very helpful with setting up the Self Managed Super Fund following my retirement. His team is always readily available to assist with any queries and their knowledge in dealing in areas of Pensions was vast. Thank you Dom for your care and attention - best wishes."

  • Government Assistance
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"We are very happy with Mr Dom Morello's help and advice."

  • Superannuation
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"We are confident with Dom’s advice and find all his still polite and helpful."

  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Absolute legend is his career, leadership and field."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dom has been very helpfull to my wife and my self over last couple of years with lots of ideas .How to improve our income and keep our life style THE PREVIOUS ACCOUNTANT OF MANNY YEARS STARTED TO LOOSE THE PLOT That is the reason we looked for somebody else for help we spoke to three different accountant but they did not jell with us like Dom did all on the same level .WE ARE SO GREATFULL AND VERY HAPPY WITH DOMINIC MORELLO WE HOPE IT IS THE SAME FOR HIM . I HAVE SENT MY NEPHEW WHO HAS A LARGE BUSINESS AND IN TURN HE HAS SENT A PERSONAL FRIEND TO DOM WHO HAS A LARGE PLUMBING BUSINESS COULD NOT SPEAK MORE HIGHLY OF DOM AND HIS STAFF BRIAN HELEN PATTERSON"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I feel confident thst doms advice was impartial and fitted our needs & was able to explain things in a clear manner"

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very trust worthy, honest and very professional"

  • Insurance Protection
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dominic is a genuine, honest, trustworthy person who has a skill for listening to what I require and then putting together strategies to assist with my financial goals. He understands my needs and my unique situation and understands the final decision is mine to make. He provides a number of options and then we work together to get to an outcome that I am comfortable with. Dominic's level of service is exceptionally high."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Have had nothing but very good advice from Dominic since day 1. He took care and attention to getting the set up done properly, and things have flowed smoothly and efficiently ever since. Really solid, professional advice, and he's always on top of new developments and changes that effect our situation"

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2002

Graduate Diploma - Chartered Accountant Program

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Chartered Accountants Australia and New Zealand (CA ANZ) (prev ICAA)
Completed
2007

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
AFP

Financial Planning Association of Australia (FPA)

Membership type
AFP

Institute of Public Accountants (IPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
AFP

The Tax Institute

Membership type
Associate
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