Dirk Werner
Financial Adviser
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About
Dirk Werner is an ASIC-registered financial adviser dedicated to helping clients in Mornington and beyond achieve their financial goals. With a career spanning over two decades, Dirk brings a wealth of knowledge and experience to every client relationship. He holds a Certified Financial Planner designation from the FPA (2004), a Masters of Financial Planning from RMIT (2009), and is an SMSF Specialist Advisor with the SMSF Association (2011), ensuring he remains at the forefront of industry best practices. Dirk also completed Ethics and Professionalism in Financial Advice with Kaplan in 2021. As an authorised financial adviser, Dirk provides expert advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. His authorisations also extend to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, offering clients a holistic approach to their financial well-being. Key services include: • Superannuation advice to grow and protect your retirement savings • Comprehensive insurance solutions to safeguard you and your family • Wealth management strategies tailored to your individual circumstances • Retirement planning to ensure a comfortable and secure future • Investment guidance to help you achieve your financial objectives. Dirk is a proud member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, reflecting his commitment to upholding the highest standards of professionalism and ethical conduct. Ready to take control of your financial future? Contact Dirk today for a complimentary consultation.
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Frequently Asked Questions
What types of financial advice does Dirk Werner offer?
Dirk Werner specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Dirk Werner have?
Dirk is a Certified Financial Planner (FPA), holds a Masters of Financial Planning from RMIT, and is an SMSF Specialist Advisor with the SMSF Association.
What is the process of working with Dirk Werner?
The process typically begins with an initial consultation to understand your financial goals and current situation. Dirk will then develop a tailored financial plan, implement the plan with your approval, and provide ongoing reviews to ensure it remains aligned with your needs.
How can Dirk Werner help me with my superannuation?
Dirk can provide advice on various aspects of superannuation, including choosing the right fund, consolidating multiple accounts, optimising contributions, and planning for retirement income.
What can I expect during my first meeting with Dirk?
During your first meeting, Dirk will listen to your financial goals, gather information about your current financial situation, and explain how he can help you achieve your objectives. It's a chance for you to get to know Dirk and determine if he's the right financial adviser for you.
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