Dean O'Neill

Djt Wealth Pty Ltd

Gold
20 Yrs Experience
Sydney, NSW 2000

I have over 29 years financial services experience and hold a Bachelor of Commerce (Economics) from Macquarie University, a Diploma of Financial Planning and am a Certified Financial PlannerĀ®. Prior to establishing DJT Wealth I worked at Macquarie for 14 years and was formerly an employee of Merrill Lynch for 4 years.

Using my financial planning and advisory skills, I seek to provide bespoke advice to a relatively small number of clients with whom I seek to build deep and long-lasting relationships. In doing so, I believe that I am best placed to add significant value to my client's financial and overall personal well-being.

My areas of expertise include superannuation, self managed super funds, retirement planning, shares, managed funds, insurance, debt management, employee share plans and estate planning.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2004
  • Years of experience 20
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Djt Wealth Pty Ltd

Suite 501, Level 5, 10 Bridge St
Sydney, NSW 2000
Charrington Court Unit 2, 35 Old Northern Rd
Baulkham Hills, NSW 2153

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Djt Wealth Pty Ltd

AFSL 510793