Experience

DPM Financial Services

• Australia
• Financial Services
• 100 - 200 Employee

• Executive Director

  • Sep 2022 - Present

• Partner

  • 1999 - Present

  As a tax & accounting consultant, I am responsible for providing comprehensive and tailored advice to medical professionals; driving tangible savings and ensuring they are in the best financial position to achieve their goals.Key responsibilities:• Assess and understand clients’ needs and potential concerns.• Investigate and develop effective tax structuring strategies to maximise revenue and help achieve long term objectives.• Manage and maintain a high level of confidentiality with client details and personal information.• Deliver financial solutions that guarantee objectivity in the choice of service/product provider, always in the best interest of the client.• Maintain up-to-date knowledge of the legal and industry regulations that may impact on clients’ financial situations.