Dominic Sgro

Bridges Financial Services Pty Ltd

Silver
23 Yrs Experience
Millers Point, NSW 2000

I am a Experienced Financial Planner, 24 years, with a demonstrated history of working in the finance and investment industry. I pride myself on working with my clients in assisting them on the path to securing there financial dreams.

Working with my clients over the long term continues to build my strong relationships with my clients and knowing that I am there with them on there journey as there trusted adviser.

Skilled in Financial Advice, Portfolio Management, Banking, Credit, and Pension Funds. Strong finance professional with a SMSF Specialist Adviser accreditation from SMSF Professionals Association of Australia. Private Investment Consultant accreditation held. Appointed to the NAB Wealth Advisory Council. MLC Advisory Council and part of the Bridges Representatives Group.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2001
  • Years of experience 23
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Bridges Financial Services Pty Ltd

The Bond, Level 3, 30-34 Hickson Rd
Millers Point, NSW 2000

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Bridges Financial Services Pty Ltd

AFSL 240837