SGB Financial Planning
offers a full range of services to help you on your way to meeting your wealth creation goals.
With constantly changing legislation, it is vital to seek professional advice to make the most of your current and future financial situation.
Dominique Bergel-Grant's role is to be your trusted financial adviser, helping you save time and guiding you on your financial journey.
Dominique's area of services include:
- Financial Planning
- Mortgage Broking
- Insurance Advice
- Shares & Listed Investments
- Self Managed Super Funds
Dip. Financial Planning (Financial Services)
Dip Mortgage Broking (Financial Services)
Specialist accreditations:- self managed super, shares & listed investments and estate planning.
Dominique is also the Principal of the boutique advisory firm, Leapfrog Financial. She has worked in the financial services industry since 1999 and has helped hundreds of people take the next leap in their financial journey.
Dominique started working for BT Funds Management after the completion of her B. Economics from Sydney University. Dominique then worked in London, gaining a wealth of insurance experience both as an adviser and underwriter for Zurich Professional. After returning to Australia, Dominique started her training in Mortgage Broking and Financial Planning.
Whether assisting clients buy their first home, starting a share portfolio, setting up a self managed superannuation fund, or even planning for retirement - Dominique's diverse industry experience gives her financial fluency in financial planning, mortgage broking and insurance advice.
Dominique is also a well respected industry expert, contributor and commentator called on by a range of with media including ABC Sydney Radio (702), Women's Day, Financial Review, Women's Agenda, Smart Property Investor Magazine, Australian Property Investor Magazine, Sydney Morning Herald, Morningstar, Vogue Australia and many more.
SGB Financial Planning is a Authorised Representative of Leapfrog Financial Pty Ltd. Leapfrog Financial is a Corporate Authorised Representative(40516) and Corporate Credit Representative (405376) of Securitor Financial Group Ltd, ABN 48 009 189 495, AFSL 240647, ACL 240687, Level , 275 Kent Street, Sydney, NSW, 2100
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