Helpful Tools and Resources

Build your financial knowledge

Our 50+ years helping people in the medical profession means we understand your career path better than you do.

That’s great news for you, because we’re here to ensure you are well prepared for a rewarding career and comfortable retirement.

All tools and resources

Clients Q&As – JobKeeper

Keeping our finger on the pulse for you with JobKeeper Payment and Cashflow Boost.

Clients Q&As – State Measures

Keeping our finger on the pulse for you on Government State Measures.

Be tax-ready checklist

Key things to keep and file for your tax return, which will make your life easier!

Update my details

Have we got your most up-to-date contact details?

Review us

Happy with the service you’re getting from your DPM consultant(s)?

How to download QIF statements

An illustrated guide to download QIF statements from your online banking accounts.

Becoming an employer

Becoming an employer comes with important payment and reporting obligations.

Social Responsibility

DPM is committed to giving back to the community.

Bright futures.
Better with the
right roadmap.

DPM offer financial services for doctors at each stage of their medical career.

DPM focuses on financial security and wellbeing through specialist advice to protect and grow your wealth.

Private Wealth

Podcast | Ethical investing for doctors

Ethical investing can mean different things to different people but put simply, ethical investing is about understanding the broad spectrum of various investment decisions that you can make that align to your beliefs and values as well as whether that fits into your overall financial goals.

Video | Rural Medical Internship Tips with Dr Ted Elkington

Anthony Dickinson, Tax Consultant at DPM, talks to Medical Intern Dr Ted Elkington about his experience as a first year doctor in a rural hospital on the border of Victoria/New South Wales during the Coronavirus pandemic.

Podcast | Superannuation health

Financial planner, Will Ezzy, talks to Dr Tash, host of The Fanny Mechanic, about all things Superannuation – around the importance of financial education when it comes to superannuation and understanding how your Super plays a part in your overall financial position.

Our client reviews

We’re proud of our expertise delivering financial services for doctors, and so are our clients.

DPM Financial Services

5.0

Calibration 123

10:45 25 Aug 20

The team at DPM have been exceptional in improving my financial literacy, especially as I transition through different stages of my career.I have the utmost trust in Sean O'Neill, who has been my consultant since internship. Sean has consistently provided clear and personalised advice.Tom Rogers and Katie Gray have recently facilitated income protection for me. Both a pleasure to deal with. Incredibly timely, and most importantly, simplified an otherwise opaque process for me. Thank you.

Visopiano Sanyü

04:55 16 Jun 20

I have been seeing an accountant at DPM since I graduated from university. Our annual appointment is always professional while also being a friendly catch up on the year.I have recently been assisted by a financial advisor to arrange income protection. The process was smooth and timely. I felt very well supported with plenty of information provided and they kept me up to date on the progress of my application.DPM is a friendly team and always very easy to get in touch with!

Sam Harvey

22:05 30 Apr 20

Excellent experience all-round! Accounting, finance and insurances all managed by friendly, capable and talented people and associated support staff. Always available to help and answer all sorts of questions. Highly recommend

Chetan Lodhia

10:04 30 Apr 20

I had a really good experience with DPM financial services. Tom and Katie were very helpful and efficient. They explained every step thoroughly and provided with best service. I would highly recommend DPM Financial services.

Mi Kyung Jun

01:47 02 Apr 20

William Indrawan and his team were very extremely helpful in helping me with my taxes - they were professional, efficient and very knowledgeable. It would have taken me so much time and dedicated research to find out what deductions you are allowed for your taxes as a medical doctor, especially coming from another country. The service was very personalized and such a pleasant personal interaction. And yes, I had a good tax return! Thank you!

Rachel Deschamps

09:52 22 Nov 19

I have been with DPM working with Aaron Burton for a number of years. My only regret is that we did not engage his services sooner. Aaron has been an excellent guide and advisor, who understands your circumstances and ensures we have made the right decisions at all times. We would recommend him and the services of DPM most highly

Natasha Michael

19:18 07 Nov 19

Delighted with the services received at DPM with Tom and Anthony. They were both knowledgeable in their respective fields and efficient at their work. Would highly recommend!

Pearly Gan

12:17 06 Sep 19

I have been with DPM for a couple of years. I first started by meeting my now accountant Anthony Pane and he has been wonderful in every single way. I was audited last year and I was able to relax and let Anthony do what he does best. Later I also got insurance advice from Mat, and Eyal has become my broker. Everybody in the team has been great and very helpful. Definitely recommend 👍

Liliana Sousa Nanji

01:05 30 Aug 19

I have had a very positive experience with DPM for the past 3 years. I always enjoy meeting with Anthony Pane who gives excellent advice and is a consultant I can highly recommend.

Sam Fraser

04:30 22 Aug 19

Neri Tan

01:15 16 Aug 19

Provide fantastic support and advice, always in a swift manner. Very happy with their service.

Andrew Rawlin

11:07 15 Aug 19

Financial advisors with expertise working with medical professionals. Alyse is professional in all aspects of her work and communicates her wealth of knowledge in a clear and concise manner. With attention to detail and a personalised approach tailored to each individual, I always feel a sense of clarity after a consultation with DPM. Highly recommended.

Daniel Phan

11:10 02 Aug 19

I've been with DPM now since 2016 and have nothing but great things to say. Excellent advice and management of all my financial needs. And special shout out to Anthony Pane, who I can highly recommend.

Jason Bishop

07:46 02 Aug 19

Great service! I truly appreciate all the assistance and pleasant service rendered by DPM Financial Services with regards to the filing of my taxes. They were very helpful specially due to the fact that I have already migrated overseas during the period of filing. They kept constant communication and were very prompt to respond to all my enquiries. THANK YOU!

Joma Excel Bravo

11:25 31 Jul 19

I have been a client of DPM for almost 2 years now, and they are a fantastic team that really do give you bang for your buck!My acountant has helped me navigate through the complex world of salary packaging, and has been excellent in completing tax returns each year. He doesn't just "do my taxes," he explains things and helps me understand concepts myself so as to calm the stress levels. When I wanted to apply for a home loan I was directed to a Lending Consultant who has been nothing short of brilliant. They are efficient, they are helpful and they are extremely approachable. I don't know how much money I would have wasted had I not had DPM's guidance. Definitely worth it!

Vanessa Roberts

05:19 25 Jul 19

Ariel Brott

00:23 27 Jun 18

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Better with the
right roadmap.