Dawid Van Dyk
Olive Tree Wealth
My name is Dawid (pronounced David), but I am more commonly known as DJ/ Deej.
My approach to advice is to add value however I can, to ensure that you feel valued and cared for. I do this by providing comprehensive goals-based advice, meeting your best interests.
With a Bachelor of Commerce in Economics and Finance from South Africa, I relocated to Australia with my family in 2017. Starting out writing advice for financial advisers, I soon discovered my passion for working directly with clients. Committed to delivering value at every stage of the journey, I take pride in crafting personalised strategies that align with each client’s unique needs and aspirations. My goal is to provide clear, actionable advice that empowers you as my client to build lasting financial success.
At Olive Tree Wealth, we are dedicated to building client confidence in the financial planning industry by prioritising transparency, integrity, and truly client-focused advice.
Expertise
My fees
The primary role for financial planners is to add value for our clients. The fee structure I employ varies depending on a client position and the potential value added. I attempt to only position fees if a clear line of value is evident to a client so my clients can walk out comfortably ahead.
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 1
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
Olive Tree Wealth
Level 2, Suite 472, 66 Victor CresNarre Warren, VIC 3805
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Vinarc Pty Ltd
AFSL 484222
