About Us

DWL Financial Services is a boutique financial planning practice based in Sydney's CBD. The company was established as David W. Lee & Associates Pty Ltd in 1983 to provide superior investment advice and financial planning to its clients. In October 2010 we changed our name to DWL Financial Services.

Over time we have built a reputation for excellent service and for our innovative strategies. We have a culture of getting to know our clients on a personal level to determine their long-term financial goals and assist them to plan for their present and future financial commitments.

Our Core Values

By always striving to meet these values, our aim is to be Australia's most trusted boutique financial planning practice.