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.
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- Simon Thwaites
Simon Thwaites
CFP®, BA, GradDip App. Fin & Invest
Consultant – Private Wealth & Insurance | Sydney Office
Please note new clients are assigned consultants based on an assessment of needs and availability.
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Why your SMSF needs a solid Investment Strategy
Investment strategy: a compliance obligation for Trustees One of the advantages of a Self Managed Super Fund is that it
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