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Simon Thwaites

Dpm Financial Services

Gold
11 Yrs Experience
Sydney, NSW 2000

Dpm Financial Services

Level 10, 133 Castlereagh St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • First year providing advice 2015
  • Years of experience 11
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Applied Finance and Investment
    • Graduate Diploma of Banking and Finance
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Dpm Financial Services

AFSL 239690