Dawn Partridge

JBWere Ltd

Bronze

7 Yrs Experience

Perth, WA 6000

About Dawn
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With 12+ years in the financial services industry, I have been able to assist clients on their financial journey, with a focus on their individual objectives and financial goals. I love to educate and provide further concepts and ideas to increase clients' knowledge to consider that suit their circumstances.

Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 July 2023

Dawn was easy to understand when explaining strategies she was using for my financial plan and future investments and goals.

5.00 May 2023

Dawn is very professional and friendly.has good knowledge of our needs and explains everything so well.

5.00 May 2023

Dawn is a very approachable and friendly person. She demonstrates very good knowledge and articulates all aspects of financial planning in a clear and concise manner. I would have no hesitation in recommending her and Fiducian to all family and friends.

5.00 May 2023