Hello! I'm Connor, a dedicated financial advisor at Momentum Wealth Management. Our holistic advisory practice is committed to helping clients accumulate wealth, plan for retirement, and navigate everything in between. Currently, I am a Professional Year Advisor, undergoing training and development to become a fully qualified advisor within the next two months.
With a personalized approach, I provide expert guidance on investment strategies, retirement planning, and comprehensive financial management. Whether you're looking to grow your investments, secure your retirement, or manage your finances more effectively, I'm here to help. I take the time to understand your unique financial situation and goals, ensuring that the advice I provide is tailored to your needs.
At Momentum Wealth Management, we believe in building lasting relationships and empowering our clients to achieve their financial goals with confidence. Our team is dedicated to providing ongoing support and education, so you can make informed decisions about your financial future. Let's work together to create a secure and prosperous future, where you can enjoy peace of mind knowing your finances are in good hands.
Expertise
My fees
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 1
- Years of experience 1
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Momentum Wealth Management - Wantirna
level 1, 277 Centre RdBentleigh, VIC 3204 Suite 4, 410 Burwood Highway
Wantirna South, VIC 3152
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Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Momentum Wealth Management Corporation Pty Ltd
AFSL 454895
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