Dawn Thomas

Dawn Thomas has been helping clients achieve their financial goals since 2010. A CERTIFIED FINANCIAL PLANNER® practitioner and Senior Wealth Adviser, Dawn believes great financial advice is about much more than numbers. It is about understanding people, what matters to them and helping them make confident financial decisions.

Dawn specialises in vulnerable clients, superannuation and retirement planning and is passionate about financial literacy, education and helping people navigate significant financial and life transitions. Her approach is grounded in “Advice with Heart”, combining technical expertise with empathy, education and genuine human connection.

Her passion for education extends beyond her client work. Dawn is completing a PhD at Edith Cowan University researching Generation Z’s early experiences with superannuation, including the influence of parents and financial socialisation on young people’s financial decision-making. She is also actively involved in financial education, industry presentations, media commentary and advocacy, particularly around superannuation, retirement and improving financial engagement among younger Australians.

Dawn’s contribution to financial advice and the wider profession has been recognised nationally over many years, most recently in 2026 through her selection as one of 3 finalists for CFP® Professional of the Year. Her other recognition includes Women in Wealth Financial Adviser of the Year 2025, the IFA Excellence Award 2023, Thought Leader recognition, and winning the Female Excellence in Advice Award in 2019. Earlier in her career, Dawn was also recognised as a national finalist across Financial Planner of the Year, Young Leader of the Year and Advocate of the Year categories.

Dawn holds a Master of Applied Finance and a Post Graduate Diploma in Financial Planning and is a CERTIFIED FINANCIAL PLANNER® practitioner. Her ongoing academic research and involvement in the profession reflect her commitment to continually developing her knowledge and contributing to the future of financial advice.

At the heart of Dawn’s work is a simple philosophy: combine strong technical advice with genuine human connection, helping clients feel informed, supported and confident about their financial future.