Dominique Bergel-Grant
Financial Adviser
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About
Dominique Bergel-Grant is an ASIC-registered financial adviser dedicated to helping individuals and families in Neutral Bay, NSW, and across Australia achieve their financial goals. With a Bachelor of Economics from the University of Sydney (2002) and a Diploma of Financial Services (Financial Planning) from Kaplan (2004), Dominique has built a strong foundation of knowledge and expertise. Further qualifications in Margin Lending and Geared Investments, Self Managed Superannuation Funds, and Finance and Mortgage Broking Management enhance her ability to provide comprehensive and tailored advice. As a member of the Financial Advice Association of Australia (FAAA) and the Mortgage & Finance Association of Australia, Dominique adheres to the highest ethical and professional standards. She is authorized to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management, ensuring her clients receive well-rounded and effective solutions. Dominique specialises in providing advice and strategies to help clients with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance Whether you are planning for retirement, seeking to grow your wealth, or require assistance with your superannuation, Dominique can provide you with expert guidance and support. Contact Dominique today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Dominique Bergel-Grant provide?
Dominique Bergel-Grant offers comprehensive financial advice, including superannuation advice, insurance, wealth management, and retirement planning. She can also provide guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Dominique Bergel-Grant's qualifications?
Dominique holds a Bachelor of Economics from the University of Sydney, a Diploma of Financial Services (Financial Planning) from Kaplan, and further qualifications in Margin Lending and Geared Investments, Self Managed Superannuation Funds, and Finance and Mortgage Broking Management.
What is the process for working with Dominique Bergel-Grant?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Dominique will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and adjustments are conducted to ensure the plan remains aligned with your changing needs.
What can I expect during a financial planning consultation with Dominique?
During a consultation, you can expect a thorough assessment of your financial situation, a discussion of your goals and priorities, and clear explanations of potential strategies and solutions. Dominique will work with you to create a plan that is tailored to your specific needs and circumstances.
Is Dominique Bergel-Grant a member of any professional associations?
Yes, Dominique is a member of the Financial Advice Association of Australia (FAAA) and the Mortgage & Finance Association of Australia, reflecting her commitment to upholding high ethical and professional standards.
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