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Bruno Dimasi

My Wealth Strategy

Gold
23 Yrs Experience
Preston, VIC 3072

Thanks for considering Bruno Dimasi from My Wealth Strategy for your wealth management needs. We are confident that this will be an important step towards achieving your financial goals, and minimising the time & stress that comes with managing these affairs.

Bruno is a self-employed Financial Planner with over 20 years’ experience working in the financial services industry.

Skilled in all aspects of Financial Planning, including Wealth Protection strategies, Cashflow & Budgeting management, Super and Self-Managed Superannuation Funds (SMSF), and Retirement Planning including Centrelink and Aged Care Strategies.

We look forward to helping you meet your financial planning needs and providing you with a high value service over the course of your working and retirement years.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 2001
  • Years of experience 23
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

My Wealth Strategy

7 Fettling St
Preston, VIC 3072

Opening hours

  • 9:30am – 6:00pm Monday – Friday

Licensed by

Lifespan Financial Planning

AFSL 229892