Financial Planner Profile
Domenic Defilippi FPA®
Principal & Financial Planner-Trend Financial
At Trend Financial we genuinely help our clients make the right financial decision, putting all the pieces in the right places.
We are a Licensee and take on Financial Advisers with the same principles, helping people with knowledge, and the best outcome to achieve their goals.
Having a lending arm with RAMS Homeloans has been another piece of the puzzle, with helping our clients structure, to pay the home off faster or buying an investment property or simply making some home improvements.
Our clients are like family, we are small enough to care and big enough to make a difference.
Looking after all your needs, from Tax reduction strategies to a better retirement.
We don’t sell products, we use the right product to get the best outcome.
Qualifications:
- Bachelor’s Degree Finance & Financial Planning
- Member of the FPA
“In acting as the core adviser my job is NOT to tell my clients what to do but rather listen to what they want for their future and then work TOGETHER to create a plan to help them get there.”
Documents:
- Financial Services Guide
- Budget Template
Financial Planning Services:
- Personal Superannuation advice
- Self Managed Super Funds
- Wealth Management & Non-Super Investment advice
- Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
- Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
- Taking a redundancy
- Inheritance
- Family matters
- Gearing advice through Margin Lending strategies
- Debt Management
- Estate Planning
- Cash Flow Management
- Pre Retirement and Retirement Planning
- Centrelink Benefit Strategies
- Estate planning
- Relationship breakdown