DFA Financial Planners is now trading as DFM Financial Group as we now also have dedicated Accountants and Mortgage Consultants. Our aim is simple - we take the time to get to know you and your circumstances then tailor advice to suit your individual needs. Provide you with trusted advice in a range of financial areas, whatever your current situation. So, whether you are an employee, self-employed, running a small business, not currently working, or in need of some estate planning advice approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you. We pride ourselves on developing excellent working relationships with all our clients to provide comprehensive financial advice based on their individual needs and goals. Whatever your future goals and needs, it’s vital to establish an ongoing financial plan to meet those needs and achieve those goals. We will work with you to establish this financial plan, taking into account all aspects of your financial and personal situation. Duncan Financial Advisers Pty Ltd, trading as DFM Financial Group ABN 21 003 873 210, is an authorised representative of AMP Financial Planning Pty Limited (Australian Financial Services Licence No. 232706). Any advice in this publication does not take account of your personal circumstances. Before relying on it to make a decision, you should consider how it applies to your overall circumstances or get personal advice. To find our Financial Service and Credit Guide (FSCG), please visit our main website.
