Domenic Defilippi
About Me
With years of experience in the industry, I am dedicated to helping you achieve financial success.
My expertise includes investment management, retirement planning, superannuation strategies, wealth protection, tax optimisation, and estate planning.
I will create personalised strategies tailored to your specific goals and needs in these areas.
I believe in transparency and collaboration, ensuring that you understand and feel confident in your financial decisions.
I stay up-to-date with the latest industry knowledge to provide you with reliable guidance.
As your financial planner, I am committed to supporting you throughout your financial journey.
Whether you're looking to grow your investments, plan for retirement, protect your wealth, or optimise your tax situation, I am here to help.
Contact me to get started on the path to financial prosperity.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
-
Years of Experience 17 Years
-
Licensed By Trend Financial Pty Ltd