Our team of expert consultants ensures you quality, consistency and continuity of service. Each is a specialist in their chosen field. Together, they’re helping more than 7,000 medical students, doctors in training and established doctors across Australia achieve financial peace of mind.
B.Comm, MAppFin, CFP®
Will joined DPM in 2016. More than 10 years’ experience in the Financial Services industry has allowed him to work closely with a varied client base. Will specialises in developing long term wealth management plans, tailoring ongoing strategies to ensure his clients are in the best financial position to achieve their goals.
Tao has completed her Advanced Diploma in Financial Planning and is currently pursuing her CFP qualifications. Tao commenced her career in research and strategy for multinational companies, and adopts this rigour and experience when developing strategies for individuals seeking financial independence and security. Tao is passionate about empowering her clients to make informed financial decisions and working with them to develop strategic long-term wealth management plans.
BA, CFP® , FPA (Aff)
Matthew is a Certified Financial Planner who began his career at DPM in 1999, becoming a member of the Financial Planning Association in 2002. Matthew has an in-depth knowledge in the lifecycle of medical professionals, and creates advice and manages investments for clients at all career stages.
CFP®, B.Comm, Dip FP, SSA
Justin is a Certified Financial Planner. He joined DPM in 2015, bringing with him more than 14 years industry experience. He establishes close relationships with clients, enabling him to apply his solid technical and analytical skills to deliver a tailored and holistic wealth management strategy to help clients achieve their financial and lifestyle goals.
B. Comm (FinPlan)
Christian joined DPM in 2014, bringing with him more than 4 years industry experience. With a strong background in paraplanning and preparing statement of advice documents, Christian specialises in creating detailed cash flow and net asset projections to help clients plan appropriately for their future lifestyle and financial objectives.
CFP®, BA, GradDip App. Fin & Invest
Simon joined DPM in 2015, bringing with him more than 20 years experience in financial planning and funds management. He has in-depth knowledge across all aspects of financial planning. Simon is a Certified Financial Planner and holds a Post Graduate Diploma of Applied Finance and Investment. Simon’s role is to identify the financial needs of his clients and align them with the appropriate specialist.