Independent Certified Financial Planner CFP | Melbourne| DMFS | 0413 698 770

Get Financial Advice from an Independent Certified Financial Planner CFP®. We conduct face to face meeting in Greater Melbourne region including Beaconsfield, Berwick & surrounding suburbs. We also utilise Video meetings via Zoom and help people right around Australia. Call Damien Burns on 0413 698 770.

Certified Financial Planners and Property Investment Advisers

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Looking for a Certified Financial Planner CFP® in Melbourne?

D+M Financial Services (DMFS) is an Independent Financial Advice business with extensive experience to provide clear, plain English financial advice, allowing you to achieve your life and financial goals.

DMFS principal and owner Damien Burns is a Certified Financial Planner& Adviser(CFP®). DMFS can advise you on all aspects of financial planning and property investments such as:

Cash Flow Management
With the Cash-Flow Management program, our certified financial planners will help ensure you spend less than what you are earning, enabling you to build your savings and create a solid financial foundation.

Debt Advice
D+M Financial Services has an expert Mortgage Broker on board who can help you structure your lending to get the most from your investments, be it a new home or an investment property.

Estate Planning
Our certified financial planners work with specialist estate planning solicitors to make sure you have full peace of mind about your will and where you wish your money and assets to go.

Investment Planning
Our property investment advisors help you make the right investment decisions for your future. Consult with our knowledgeable and experienced team.

Retirement Planning
At DMFS, our certified financial planners know how important your retirement is so we work with you to create a personalised retirement plan.

Self Managed Super Funds
Make the most out of your super with quality advice from our certified financial planners and superannuation experts.

Lifestyle and Family Protection
Lifestyle and family protection strategies by our certified financial planners ensure the people you love the most are always financially secure, should you become unable to work.

We understand our clients have many different financial needs so our aim is to work closely with you to develop and implement specialised integrated financial strategies. These strategies are there to help create and maintain your wealth,resulting in lasting financial freedom for you and your family.

For expert financial advice in all areas of Greater Melbourne including Beaconsfield, Pakenham, Berwick, Narre Warren, Officer, Clyde North and more!

Contact us today for a FREE, no obligation initial consultation!