Dom Morello

Ultia Private Wealth Pty Ltd

Platinum

10 Yrs Experience

Preston, VIC 3072

About Dom
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As a chartered accountant, chartered tax adviser and financial adviser my focus is on providing clients the most tax effective wealth creation strategies.

We assist clients to build wealth and generate income the easy way.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Property Investment
Complex Investments
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates

We don't charge a fee for our initial meeting to discuss & fully understand your financial goals and objectives. After meeting we will then provide detailed advice based on the scope agreed with you and put forward a fixed fee structure going forward based on the scope & advice required. All fees are quoted up front, agreed with you prior to commencing any work. Fixed fees provide you certainty on the costs & agreed outcomes.

5.00 July 2021

Dom's advice is always easy to understand and he replies promptly.

5.00 July 2021

Although I am a small account holder, I found Dom and his team very helpful with setting up the Self Managed Super Fund following my retirement. His team is always readily available to assist with any queries and their knowledge in dealing in areas of Pensions was vast. Thank you Dom for your care and attention - best wishes.

4.25 February 2021

We are very happy with Mr Dom Morello's help and advice.

4.00 July 2019

We are confident with Dom’s advice and find all his still polite and helpful.

4.75 January 2019

Absolute legend is his career, leadership and field.

Adviser status Platinum
Rating 4.78
Number of reviews 10
First year providing advice 2014
Years of experience 10
Highest qualifications
- Graduate Diploma - Chartered Accountant Program
- Graduate Diploma of Financial Planning
Language spoken
- English