Our Melbourne Office has moved!
We look forward to seeing you soon at 412 St Kilda Road.

Financial expertise you can trust​

At DPM, we’re on a mission to help doctors achieve their financial goals to support a vibrant career and lifestyle.

How it all started

It’s a great story. Two accounting students help their medical student friends with their accounting needs.

As those medical students progress their studies and careers, the financial advice they need becomes more specific.

Word quickly spreads and the bright idea for medical financial advice is born.

Almost 60 years later, DPM has helped thousands of medical professionals throughout every stage of their career.

How it’s going

0
years gaining industry knowledge and expertise
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specialised services built around the needs of doctors
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medical professionals who trust DPM
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DPM team members and growing

But we’re just getting started…

A brief history of DPM’s journey to date

2023
2023
2022
2021
2021
2020
2019
2016
2015
2000s - 2010s
1980s - 1990s
1964
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New Brand Identity & Melbourne Office

We revealed our new brand identity and moved into our amazing new office in Melbourne, celebrating how far we have come as Australia’s leading financial advice partner for medical professionals.

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Fresh Business Approach & Leadership Changes

We embarked on a bold new journey with a fresh and agile approach to business. We welcomed a dynamic female CEO, a visionary board member and nine passionate shareholders who joined us in creating a lasting impact through innovation.

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Embracing Hybrid Working

We embraced hybrid working enabling our teams to work flexibly and collaboratively from the space that best suits their work day.

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DPM Partners with 1Group Property Advisory

To provide our Sydney clients with comprehensive property advocacy services, DPM partnered with 1Group Property Advisory. This relationship gave DPM clients access to expert advice on buying and selling residential and commercial property in any market across Australia.

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Launch of MedMeet Online Event

We launched MedMeet, an annual online event that connects and empowers medical students with clinical education and real-life experiences from their peers across Australia.

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Creation of the Medical Student Hub

We created the Medical Student Hub, a unique online resource that helps medical students navigate their journey through medical school and beyond, with videos, tools, and Fred, our virtual Doctor’s Journey Expert.

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Digital Transformation of Tax & Accounting Services

We transformed our Tax & Accounting Service with digitalisation, enhancing our efficiency and service quality. We continued to embrace technology and innovation to reshape the way we work and deliver value to our clients.

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Adoption of Sustainable Business Practices

We adopted a sustainable approach to business, driven by real and direct action. Our Melbourne headquarters became 100% Green Power Certified and we made every decision based on sustainable outcomes. We understood that working towards a better tomorrow starts with us today.

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Expansion to Sydney & Introduction of Property Advocacy

As our business continued to grow, we expanded our footprint and established a new office in Sydney. This move enabled us to serve our NSW based clients more effectively and efficiently, as well as reach new medical professional clients around Australia. We also introduced Property Advocacy as a specialised service, to help our clients make informed property decisions as part of their financial strategies and lifestyle goals.

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Innovation & Portfolio Expansion

We innovated to meet the growing needs of medical professionals by adding lending and legal services to our portfolio. Our expertise and capacity enabled us to assist our clients in reaching their long-term goals with timely, pragmatic, and relevant advice.

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Building a Reputation as a Trusted Market Leader

We built a reputation as a trusted market leader by putting ourselves in the shoes of doctors. We understood their workload, their pressure, and their career lifecycle. We helped them meet their financial challenges with personalised solutions and support.

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The Birth of DPM

Our story began with a simple idea from two accounting students: to help their friends in medicine with their accounting needs. As these doctors in training progressed in their studies and careers, they needed more than just general financial advice. They needed specialised guidance tailored to their unique challenges and opportunities. Thus the idea for DPM as we know it was born as we decided to focus on providing financial services exclusively for medical professionals. That was almost 60 years ago. Since then, we have helped thousands of doctors achieve their financial goals at every stage of their career.

Values we live by

Our mission and vision

Create lasting value for our clients, our people and business partners

Our approach and values

Share trusted advice based on deep knowledge and expertise

Our culture and mindset

Learn, improve and innovate in everything we do

What we believe in

We care about sustainable solutions for a better future

DPM are committed to 100% Green power for both our Melbourne and Sydney offices reducing carbon emissions.

We're passionate about fostering a culture of diversity and inclusion

With a 61% female and 39% male gender split across our business.

We're inspired by our dynamic and diverse leaders, paving the way for a brighter future

We’re proud that we’ve achieved a 50 / 50 gender balance in our leadership teams.

We're committed to giving back and making a positive impact

DPM has supported over 60 charities through our Corporate Donations Program.

Led by the best

Message from our CEO

“We are a team of passionate and committed professionals who empower doctors of Australia to achieve their financial goals and aspirations. They are at the centre of everything we do.

We have the best people in the industry, with the expertise, experience and vision to create lasting value for our community. As the first female CEO of DPM, I am proud to lead this dynamic company that strives to learn, innovate and make a real difference. I’m so excited by the ideas and enthusiasm of our people and together we continue to challenge and transform the financial services industry.”

Linda Pickering, CEO 

Meet our Board

Meet our Executive Leadership Team

What clients say about DPM

Kimsor is the consummate professional and I would highly recommend him for all of your lending needs!
Shanan Woo
Shanan Woo
10:20 09 Apr 24
Naomi was top notch. She matched our pace, clearly outlined the process, required documentation and kept us on task and updated. If you’re looking for. A good Mortgage broker who outlines your options clearly - this is where to find them. Thank you for an easy refinance!
Joshua Dickson
Joshua Dickson
13:00 05 Apr 24
Great customer service. We had Naomi and she was fantastic! We never felt any pressure and we felt they were super flexible with what we wanted and worked within our time frames. Very transparent and helpful with the whole processes!
Charmaine Dickson
Charmaine Dickson
01:39 04 Apr 24
My partner and I had a great experience with Marissa in purchasing our first home. She was so helpful in explaining and guiding us through the entire process, thanks so much Marissa!
Shaan M
Shaan M
04:55 31 Mar 24
Seamless and painless experience
Niall Corcoran
Niall Corcoran
08:06 27 Feb 24
Danha from DPM assisted with buying my first home - my situation was unusual and she was incredible throughout. She had the patience of a saint with my disorganisation and delays and really went into bat to get me the best arrangement possible specific to my needs. She drove the process and turned things around when I was letting the ball slide. I could not recommend her more highly.
Jessica Paul
Jessica Paul
02:07 08 Feb 23
My partner and I used DPM to buy our first home and we can't thank them enough with a special shout out to Danha who went above + beyond for us from day 1 of buying our home. Thank you for every call, email, web conference - thank you for helping us navigate this financial world and supporting us both in purchasing our first literal DREAM home. Would reccomend them for all financial things - I use DPM as my accountant & for insurances as well and only have great things to say for all! Thanks for looking after me DPM 🙂
Mirsada Prasko
Mirsada Prasko
12:04 31 Oct 22
Akmal Yang
Akmal Yang
06:30 04 Oct 22
The DPM team has been great. In particular, Danha has gone above and beyond as a broker and Dino has been extremely supportive throughout all my interactions.
Marcel Boulat
Marcel Boulat
11:09 14 Sep 22
The team at DPM provided a fantastic service in our most recent dealings. A big thank you to Eyal Judah for the time and effort spent in recommending the best solution for our needs. Eyal's expert knowledge of the subject matter shone through as his patient approach made our experience not only informed but also stress-free. Thanks Eyal!
Tomasz Strus
Tomasz Strus
03:53 04 May 22
I have been with DPMFS for over 5 years and I couldn't be happier with them. I strongly recommend their amazing team to any other doctors looking for the most insightful, and personalised care that I've had financially!
Clinton Ellis
Clinton Ellis
03:52 03 Mar 22
Rahul Chakrabarti
Rahul Chakrabarti
03:45 01 Feb 22
Consultant Danha Ngo was very professional and kind. She guided me through the process of acquiring my home loan and made the process very easy.
Ali Baker
Ali Baker
12:16 26 Jan 22
Danha Ngo is an outstanding lending consultant who went above and beyond when helping me purchase my first home! I was very hesitant at first to get a lending consultant but Danha was very knowledgable and able to get me the best variable rate on my home loan within such a short period of time. She was very honest, and educated me on reviewing all documents and walking me step by step through the entire process even though I asked 100's of questions. Responded very promptly to emails and phone calls, making my first home purchase very easy and hassle free. If you're looking for an expert in her field who knows how to navigate her way around home loans to get you the best deals and to expedite loans, then I cannot recommend her enough and will be using her again in the future. 10/10 service!
Jessica Au
Jessica Au
10:07 04 Jan 22
DPM made the process of getting personalised insurance very easy and streamlined, very happy with the policy they recommended.
Alex Strathmore
Alex Strathmore
22:26 05 Nov 21
DPM has provided professional & seamless assistance for us on two services: as a mortgage broker (thank you Danha), and with arranging life & income insurance (thank you Tom R). They've helped prevent us getting bogged-down in paperwork and policy, and have made arranging a home loan & life insurance a breeze. Going further down the line, I'll definitely be planning to use their services again.
Brad J
Brad J
01:32 26 Oct 21
DPM have been excellent to deal with. Their advice has been well considered and they are very responsive. Tom in particular has made it very easy to navigate the maze of financial products and their many different options. I would highly recommend them.
Eric Wong
Eric Wong
05:48 01 Jul 21
Calibration 123
Calibration 123
10:45 25 Aug 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
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
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
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
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
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
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
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
Sam Fraser
04:30 22 Aug 19
Neri Tan
Neri Tan
01:15 16 Aug 19
Provide fantastic support and advice, always in a swift manner. Very happy with their service.
Andrew Rawlin
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
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
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
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 Garry
Vanessa Garry
05:19 25 Jul 19
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DPM acknowledges the Traditional Owners of the land where we live and work. We pay our respects to Elders past, present and emerging, and Elders from other communities we may visit and walk beside. We recognise their connection to Country and their role in caring for and maintaining Country over thousands of years.

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