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Karli Tsemetzis

Bachelor of Commerce (FinPlan) and Grad Dip (FinPlan)
Consultant – Private Wealth | Melbourne Office

Karli joined DPM in 2018 and is a dedicated Wealth Consultant specialising in providing strategic financial advice to medical professionals.

Karli works with clients to create tailored plans that fit their personal and professional goals. Whether it’s structuring cashflow efficiently, navigating investment opportunities, optimising superannuation, or planning for major financial milestones like buying their first home or transitioning to retirement, Karli ensures her clients have a well-thought-out plan in place.

She understands that financial planning is about making smart decisions today that set up financial security for the future. Clients can focus on their careers and personal lives, knowing they have a trusted adviser helping them make informed financial decisions every step of the way.

Please note new clients are assigned consultants based on an assessment of needs and availability.  

  • New Years Resolutions for 2025 – Building a Stronger Financial Future

    As the calendar flips to 2025, many of us will reflect on the year gone by and set resolutions for the year ahead. While fitness goals and travel plans often top the list, it’s equally important to focus on resolutions that can strengthen your financial well-being. The new year is the perfect opportunity to reassess […]

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  • Podcast | The dangers of social media and finfluencers

    The internet and social media can be a wild west of risky financial information and advice. Do these financial influencers on our screens have our best interests at heart when creating their content? Private Wealth consultant Karli Tsemetzis discusses all the key points you should know when interacting with financial social media content. Karli will […]

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  • 8 Common Investing Mistakes to Avoid

    Investing is a fundamental component of wealth building and achieving financial independence, and it can significantly enhance your financial position and future lifestyle if done correctly. However, even experienced investors can encounter obstacles that may hinder their progress. These challenges can often arise from emotional decision-making, incomplete information or lack of strategic planning. While there […]

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  • Taking a Career Break? What to Consider to Plan Financially

    Taking a career break can be both exciting and daunting, whether it’s for parental leave, raising your children, an extended holiday or a sabbatical. While having a career break can be incredibly rewarding for personal growth and/or family bonding, planning ahead is crucial to ensure your finances remain intact during your time away from work […]

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  • The Dangers of Social Media Finfluencers

    In the fast-paced world of investing, it’s essential to have reliable sources of financial guidance. But what happens when these sources aren’t as trustworthy as they seem? Enter the world of finfluencers – social media influencers who offer financial advice. Sure, they might drive round in a Ferrari and appear to live in a mansion […]

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  • Common misconceptions about investing for beginners

    There are a plethora of misconceptions and preconceived ideas that prevent investing beginners from investing into the share markets. This article will debunk 6 of the more common. 1) You need a lot of money to start investing Probably the most common misconception people have about investing is that they need to start with a […]

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