Duncan Wiech
Financial Adviser
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About
Duncan Wiech is an ASIC-registered financial adviser based in Dulwich, South Australia, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Duncan holds a Bachelor of Economics from Flinders University of SA (1988), DFP5v2 Tax for Financial Advising and TASACLv1 Commercial Law qualifications from Kaplan Professional (2017), and completed Ethics and Professionalism in financial advice with Kaplan Higher Education (2019). Duncan is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, Retirement Savings Accounts, and Government Debt Securities. This extensive knowledge base allows him to create personalized strategies that address each client's unique circumstances and objectives. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance, Duncan can provide expert advice and support. Contact Duncan today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Duncan Wiech offer?
Duncan Wiech provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, Retirement Savings Accounts, and Government Debt Securities. He can help you create a comprehensive financial plan tailored to your individual needs.
What qualifications does Duncan Wiech have?
Duncan holds a Bachelor of Economics from Flinders University of SA (1988), DFP5v2 Tax for Financial Advising and TASACLv1 Commercial Law qualifications from Kaplan Professional (2017), and completed Ethics and Professionalism in financial advice with Kaplan Higher Education (2019).
How does Duncan Wiech approach financial planning?
Duncan focuses on understanding your individual financial situation, goals, and risk tolerance. He then develops a tailored plan that aligns with your objectives, providing ongoing support and adjustments as needed.
What should I expect during my first consultation with Duncan?
During your initial consultation, Duncan will discuss your current financial situation, your future goals, and any concerns you may have. This meeting is an opportunity for you to get to know Duncan and determine if he is the right financial adviser for you.
Can Duncan Wiech help me with my retirement planning?
Yes, Duncan specialises in retirement planning and can help you develop a strategy to ensure a comfortable and secure retirement. He can provide advice on superannuation, retirement savings accounts, and other investment options.
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