Address

Suite 5, 542 Station Street, Box Hill,Vic 3128

D&K Wealth Solution Pty Ltd (Corp. AR No. 126867), ABN (26 625 853 705) are Authorised Representatives of Affina Financial Advisers Limited which is the holder of an Australian Financial Services Licence (AFSL No. 237857), ABN (13 085 335 397).

©2018 by D&K Wealth Solution Pty Ltd.

About  US

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

 

Our Team

 

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.