The team at D&K Wealth is dynamic, experienced and qualified at the highest levels. We partner with our clients to understand their needs to develop strategies that meet their financial and lifestyle goals.
Our financial planners, supported by team assistants and client service staff, are committed to making a difference to their client's lives. Our business is supported by Affinia as the holder of an Australian Financial Services Licence, which ensures our conduct is exemplary, our systems are sound, our technical knowledge and advice are always up to date and our business complies with the Australian Securities & Investment Commission regulations
By acting as your Financial Adviser, we will:
Work with you to assist you in achieving your lifestyle and financial goals
Assist you with wealth creation and protection
Proactively contact you with strategic opportunities
Provide you with the expertise and technical advice to create your strategy
Ensure friendly and helpful support staff
Offer a flexible fee structure
Schedule regular reviews
Maintain a strong relationship with you throughout your changing needs
Kai Zhang, CPA
Director / Advisor
Kai is a CPA (Certified Practise Accountant), Registered Tax Agent, holds on Master of Finance, Master of Practise Accounting and Diploma of financial planning. Kai has more than 15 years taxation and business service experience and has been running his own accounting practise Kai Business Solutions for 8 years. Kai has extensive experience in tax advice, business coaching, and financial planning.
David Zhou, CFA
Director / Advisor
David is a CFA (Chartered Financial Analyst) charter holder, he also has Bachelor of Commerce degree and Diploma of financial planning. David has been in the financial service industry since 2006, his previous experience include NAB private banking, ANZ Wealth, and New Zealand Stock exchange. David has strong experience in investment, risk management and retirement planning.