Dawn Thomas

Integro Private Financial Consulting

Platinum
12 Yrs Experience
Subiaco, WA 6008
Dawn has been assisting clients to achieve their financial objectives since 2008. Originally trained in Media Studies at university, she found herself drawn to the financial planning industry because of the ability to meaningfully connect with people through their unique life experiences and empower them to capture their financial dreams. Dawn is particularly passionate about Superannuation and Centrelink maximisation strategies. She is a proud and trusted member of the financial advice profession because of witnessing the real impacts quality advice can bring people from most walks of life. She is the wimnner of the Female Excellence in Advice Award for 2019. In 2017 Dawn was a National Finalist for Financial Planner of The Year (Women in Financial Services Awards) and Young Leader of the Year (Women in Finance Awards). In 2018, she was a dual National Finalist for Financial Planner of the Year (Women in Finance Awards and Women in Financial Services Awards). Additionally, in 2018, she was a National Finalist for Advocate of the Year for work done around connecting more women to financial independence. Completing the Master of Applied Finance and Post Graduate Diploma in Financial Planning was motivated by Dawn’s continued drive to offer the best to her clients. She is also a CERTIFIED FINANCIAL PLANNER ® practitioner

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 16
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Integro Private Financial Consulting

38 Station St
Subiaco, WA 6008

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Integro Holdings (Wa) Pty Ltd

AFSL 489444

4.85
16 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 16

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4.75

"Dawn has given advice on investment relative to my pending retirement. Dawn displays a clear understanding and advices relative to risk in retirement and explains in an equally clear way her recommendations. Her advice has been right for my situation to date, is always just a phone call away and provides excellent service and attention as and when required."

  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dawn has given us advice in areas including Superannuation, Insurance and planning for the future. Dawn is always able to explain things to us very clearly. Through Dawn's knowledge and experience, we feel very confident that the advice given was right for our needs. We always receive Dawn's full care and attention when needed. Thanks for your great service."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dawn has always advised on different products but mainly term income products, we have always been very confident with her advice and would recommend her to anyone who needs a little more attention."

  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Dawns provides very good advise and assistance ant very short notice. Dawn was always available and traveling to meetings were not an issue for her ."

  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Being a new client of Dawn’s, I would just like to say that so far she has been wonderful with her advice and her management of my investments. I know I am able to contact her at any time if I have questions, and she always puts my mind at ease. It was a little scary for me to take my money out of the bank and put it into an investment portfolio, but Dawn was able to reassure me in a way that I could understand that The financial benefits I would receive would be far greater than leaving my money in the bank. I know she is looking after me and my financial future and my life is a lot less stressful knowing that."

  • Superannuation
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We have been dealing with Dawn since 2014 and always found her to be very knowledgeable, friendly and provide excellent advice. We feel confident in Dawn's care and find it very comforting that we can call at any time and always find Dawn to be extremely accommodating. We thank Dawn so much for taking care of us."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dawn is an absolute professional and pleasure to deal with. I feel confident that Dawn always has my best interest at heart and is extremely prudent in providing the right options for me to consider. She is always available to help and I've enjoyed our interactions greatly, and most importantly I trust her."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dawn has given me valuable advice on a number of issues, including managing funds on the behalf of my parents, investments, superannuation and women's financial issues. Dawns knowledge, experience and guidance has been invaluable and given me the confidence to invest wisely and make suitable choices to my needs. Dawn has always been accommodating and supportive and given me full care and attention when needed. She has also encouraged and explained complex issues to my 20 year old daughter in a clear way. I am very happy to recommend Dawn to my family and friends."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dawn has always provided excellent service and her knowledge is second to none. Her passion for her clients is unrivalled. I would and have recommended Dawns service to family and friends."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Dawn is very thorough and knowledgeable and always willing to help. I would recommend Dawn to family, friends, colleagues and customers"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 16

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2009

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2014

Graduate Certificate in Applied Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2011

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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