How We Approach Financial Planning Solutions
Our unique process
At dipetrevia, we combine personalised consultations with analytical reviews to help clients navigate complex financial choices. Our approach is designed to be transparent, collaborative, and tailored to your goals. We prioritise your needs at every step.
Results may vary depending on personal circumstances.
Meet Our Team
Daniel Shaw
Senior Consultant
Daniel brings more than a decade of industry experience, specialising in providing tailored guidance to clients across Australia. He is known for his clear communication, professional integrity, and ability to simplify complex topics. Daniel is committed to ongoing professional development and values building strong client relationships.
Rebecca Lin
Financial Planner
Rebecca focuses on delivering client-centred solutions with a strong emphasis on ethical practice. She is dedicated to helping clients understand their options and make confident decisions. Her approachable style and attention to detail have earned her the trust of many clients.
Alan Peters
Advisory Specialist
With a background in compliance and regulatory matters, Alan supports our team by ensuring all solutions meet current standards. He is passionate about keeping up with industry changes and sharing his expertise through collaborative client consultations.
Our Planning Process
Designed to give you clarity and confidence at every step
Initial Consultation
We listen to your needs, discuss your situation, and identify key objectives together.
This first meeting sets the foundation for future collaboration.
Analysis and Review
Our team carefully reviews your circumstances and explores available options.
We provide transparent feedback and outline possible approaches.
Solution Presentation
You receive clear, tailored recommendations based on our analysis and your preferences.
We explain each step and answer your questions thoroughly.
Ongoing Support
We continue to assist you as your needs evolve, offering regular check-ins and updates.
You’ll always have access to our team for future questions.
How We Compare
A closer look at our approach versus others in the field
See how dipetrevia’s transparent, client-focused methodology stands out from typical industry practices.
dipetrevia Approach
Personalised consultations and ongoing support
Personal Consultations
Bespoke approach for every client
Transparent Communication
Clear, jargon-free explanations
Ongoing Support
Continued assistance post-consultation
Australian Compliance
Aligned with local regulations
Ethical Standards
Recommendations with integrity
Typical Provider
Standardised process and limited updates
Personal Consultations
Bespoke approach for every client
Transparent Communication
Clear, jargon-free explanations
Ongoing Support
Continued assistance post-consultation
Australian Compliance
Aligned with local regulations
Ethical Standards
Recommendations with integrity