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
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 1
- First year providing advice 2004
- Years of experience 20
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Djt Wealth Pty Ltd
Suite 501, Level 5, 10 Bridge StSydney, 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