Simon joined DPM in 2015, bringing with him more than 20 years experience in financial planning and funds management. He has in-depth knowledge across all aspects of financial planning. Simon is a Certified Financial Planner and holds a Post Graduate Diploma of Applied Finance and Investment. Simon’s role is to identify the financial needs of his clients and align them with the appropriate specialist.
Simon Thwaites
CFP®, BA, GradDip App. Fin & Invest
Consultant – Private Wealth & Insurance | Sydney Office
Please note new clients are assigned consultants based on an assessment of needs and availability.
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Why your SMSF needs a solid Investment Strategy
Investment strategy: a compliance obligation for Trustees One of the advantages of a Self Managed Super Fund is that it gives you control over how your superannuation is managed and where your money is being invested. With this control, comes strict compliance responsibilities that you need to meet each year. You must always keep in […]
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