I am Domenic DeFilippi, a financial planner at Trend Financial. With over 20 years of experience in the financial services industry, I am passionate about helping clients achieve their financial goals through personalised, professional advice and guidance.
I strongly believe in building long-lasting relationships with my clients, which allows me to understand their unique circumstances, goals, and objectives. I then work with them closely to develop customised financial plans that reflect their individual needs and aspirations.
At Trend Financial, we are committed to providing exceptional service and value to our clients. I am confident that my expertise in retirement planning, investment strategy, and asset allocation will help you achieve financial freedom and security.
Please do not hesitate to contact me if you have any questions or if you would like to schedule a meeting to discuss your financial needs.
Best regards,
Domenic DeFilippi
Expertise
My fees
We offer a free initial financial consultation meeting at our office. If you prefer to have the consultation at your location, a call-out fee of $250 will apply, which covers you for an hour consultation. We strive to provide our clients with excellent service while being transparent about additional charges or fees. Please feel free to contact us if you have any questions or concerns regarding our consultation fees.
At a glance
- Adviser status Silver
- First year providing advice 2007
- Years of experience 17
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Highest qualification
- Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Trend Financial Pty Ltd
Suite 7, 17 Gerrale StCronulla, NSW 2230
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Trend Financial Pty Ltd
AFSL 468923