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.
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.
Dom's advice is always easy to understand and he replies promptly.
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.
We are very happy with Mr Dom Morello's help and advice.
We are confident with Dom’s advice and find all his still polite and helpful.
Absolute legend is his career, leadership and field.
- Adviser status Platinum
- Number of reviews 10
- First year providing advice 2014
- Years of experience 10
- Graduate Diploma - Chartered Accountant Program
- Graduate Diploma of Financial Planning
Blue Rock DNM Pty Ltd21 Vale St
North Melbourne, VIC 3051 Level 16, 414 La Trobe St
Melbourne, VIC 3000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Australian Unity Personal Financial Services Ltd