Dawn Thomas

The Wealth Designers

Platinum
12 Yrs Experience
West Perth, WA 6005

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

The Wealth Designers

Level 4, 40 Kings Park Rd
West Perth, WA 6005

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

The Wealth Designers

AFSL 475964