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 (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.
Irene is a Chartered Accountant and is a specialist in managing the unique needs of the medical profession. Irene advises clients across a broad range of services including but not limited to Accounting, Business Services, Wealth creation, Planning and Taxation. Helping medical professionals to achieve their goals.
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.
B. Comm, Dip FS
Mat joined DPM in August 2011 and his experience has primarily been providing insurance advice to individuals and businesses. Mat provides comprehensive strategic insurance solutions to meet each client’s needs and aims to help clients achieve a portfolio of protection, securing financial peace of mind.
Marissa joined DPM in early 2018, bringing with her more than 15 years banking experience across retail, small business and commercial areas. Marissa thrives on establishing long-term relationships with her clients and uses her specialist industry knowledge to assist her clients throughout the lending process and implement innovative financial solutions.
B. Bus, CPA, Grad AdvDip FP
Joe joined DPM in 1986 and was appointed Tax Partner in 2000. Joe is a Certified Practising Accountant with a special interest in tax planning. He makes sure his clients understand the building blocks of strong financial health, including budgeting, wealth creation and retirement planning.