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.
Simon Thwaites
CFP®, BA, GradDip App. Fin & Invest
Consultant | Sydney Office
Please note new clients are assigned consultants based on an assessment of needs and availability.
Tax & Accounting
Tax structuring for doctors – How should you hold your investments?
This is something that is often overlooked by many investors. In the hope of accumulating some wealth, an investor may
Lending
Doctors and Divorce – A medical accountant’s guide to separation and divorce taxation
Going through a divorce or relationship dissolution can be a challenging time irrespective of whether both parties are amicable. Aside
Lending
Buying a second home | key issues to consider when keeping your first home as a rental property
Buying a second home? You’ve just purchased your dream home, and are in the position to hold onto your first
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