Dietmar Birkmann

Spinifex Private Wealth

Gold
29 Yrs Experience
Sydney, NSW 2000
Hello, My name is Dietmar Birkmann and welcome to my profile here on Adviser Ratings. I'm pleased to be able to provide you with some basic information to introduce myself, my experience (24 years+), qualifications (numerous) and some testimonials from our clients. I have a long history of working with: * Medical Professionals * Business Owners * Senior Managers/Executives/Directors * Beneficiaries of large estates and trusts * Retirees * and generally individuals and families who have higher levels of wealth and/or income.  This typically affords more financial opportunities but also higher degrees of complexity that should be managed properly. With our network of professional partners in Tax, Accounting, Lending, Property, Legal and Risk, we work together as a team to manage all the complexities of your finances so that you don’t have to. Our preference is to look after our clients on an ongoing basis not just once-off and we prefer a closer relationship with a smaller number of clients.  I hope you find this profile of use and of interest. Of course it only scratches the surface so to speak, so please don't hesitate to contact me if I can be of any other assistance. Regards, Dietmar Birkmann

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 11
  • First year providing advice 1993
  • Years of experience 29
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Spinifex Private Wealth

Level 19, 1 O'Connell Street
Sydney, NSW 2000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Evans Rossouw & Young Wealth Management

AFSL 472429

4.90
11 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 11

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5.00

"Dietmar was very thorough and provided us with a great package."

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

"Dietmar is a knowledgeable professional who is very thorough in his research and methods"

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

"Overall he has been the best adviser I've had."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dietmar has been pro-active in managing my financial affairs, he is trustworthy and ethical in the advice he provides."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dietmar's advice is sound and has proven to be accurate over several years. He is a pleasure to deal with."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

  • Insurance Protection

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2010

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Financial Essentials
Completed
2008

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
LPAC Online
Completed
2008

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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