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
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

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

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459