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
- 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.
Dietmar was very thorough and provided us with a great package.
Dietmar is a knowledgeable professional who is very thorough in his research and methods
Overall he has been the best adviser I've had.
- Adviser status Gold
- Number of reviews 11
- First year providing advice 1993
- Years of experience 30
- Certified Financial Planner (CFP)
Arbitrage Private WealthLevel 19, 1 O'Connell St
Sydney, NSW 2000
Spinifex Private WealthLevel 19, 1 O'Connell Street
Sydney, NSW 2000
- 8:00am – 6:00pm Monday – Friday
Evans Rossouw & Young Wealth Management