Dominic Widlake

Focus on Clients' Aspirations and Personalised Guidance  

Having started as a Financial Adviser in London in 1988, Dominic fulfilled a life long goal to migrate to the beautiful South West of WA in 2006. He sold his company in London and migrated that November. He spent almost 14 years as the Financial Adviser for Westpac Busselton, Margaret River, Dunsborough and Manjimup, building lifetime lasting relationships with the Bank's customers.

In July 2019 Westpac ceased to offer financial advice and sold their advice business to Viridian. After 2 years with Viridian, Dominic realised that he had very different visions for his clients and was lucky enough to be headhunted by Canaccord Genuity Wealth, where he has been since returning to work late April 2022. 

He still services all the South West, including Dunsborough, Manjimup, Margaret River and Busselton and continues to care for his existing clients, helping them navigate through their financial lives to achieve their goals and required lifestyle. 

Dominic is passionate about listening to what people want to achieve and why they want to achieve it and then helping them get there in a way they can understand. His new clients are mainly referred to him from existing customers and from Canaccord Genuity Wealth. 

Authorisations

Dominic Widlake can advise on the following product areas:

• Provide financial product advice
• Deposit and Payment Products
• Government Debentures, Stocks or Bonds
• Life Products
• Managed Investment Schemes
• Retirement Savings Account Products
• Securities
• Superannuation 

Dom is accredited to provide tax (financial) service advice. 

Qualifications

• Graduate Diploma of Financial Planning, KAPLAN, 2023