Dawn Thomas

TWD Licensee Services Pty Ltd

Platinum

14 Yrs Experience

West Perth, WA 6005

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Dawn has been assisting clients to achieve their financial objectives since 2008. Originally trained in Media Studies at university, she found herself drawn to the financial planning industry because of the ability to meaningfully connect with people through their unique life experiences and empower them to capture their financial dreams. Dawn is particularly passionate about Superannuation and Centrelink maximisation strategies. She is a proud and trusted member of the financial advice profession because of witnessing the real impacts quality advice can bring people from most walks of life. She is the wimnner of the Female Excellence in Advice Award for 2019. In 2017 Dawn was a National Finalist for Financial Planner of The Year (Women in Financial Services Awards) and Young Leader of the Year (Women in Finance Awards). In 2018, she was a dual National Finalist for Financial Planner of the Year (Women in Finance Awards and Women in Financial Services Awards). Additionally, in 2018, she was a National Finalist for Advocate of the Year for work done around connecting more women to financial independence. Completing the Master of Applied Finance and Post Graduate Diploma in Financial Planning was motivated by Dawn’s continued drive to offer the best to her clients. She is also a CERTIFIED FINANCIAL PLANNER ® practitioner

Government Assistance
Superannuation
Managing Debt
Retirement & Pension
Redundancy
Aged Care
Property Investment
Cashflow & Income
Complex Investments
Small Business Advice
Tax Strategies
Growing Assets
Budgeting

4.75 January 2020

Dawn has given advice on investment relative to my pending retirement. Dawn displays a clear understanding and advices relative to risk in retirement and explains in an equally clear way her recommendations. Her advice has been right for my situation to date, is always just a phone call away and provides excellent service and attention as and when required.

5.00 January 2020

Dawn has given us advice in areas including Superannuation, Insurance and planning for the future. Dawn is always able to explain things to us very clearly. Through Dawn's knowledge and experience, we feel very confident that the advice given was right for our needs. We always receive Dawn's full care and attention when needed. Thanks for your great service.

5.00 January 2020

Dawn has always advised on different products but mainly term income products, we have always been very confident with her advice and would recommend her to anyone who needs a little more attention.

4.75 January 2020

Dawns provides very good advise and assistance ant very short notice. Dawn was always available and traveling to meetings were not an issue for her .

5.00 January 2020

Being a new client of Dawn’s, I would just like to say that so far she has been wonderful with her advice and her management of my investments. I know I am able to contact her at any time if I have questions, and she always puts my mind at ease. It was a little scary for me to take my money out of the bank and put it into an investment portfolio, but Dawn was able to reassure me in a way that I could understand that The financial benefits I would receive would be far greater than leaving my money in the bank. I know she is looking after me and my financial future and my life is a lot less stressful knowing that.

Adviser status Platinum
Rating 4.86
Number of reviews 16
First year providing advice 2010
Years of experience 14
Highest qualification
- Master of Applied Finance
Language spoken
- English

TWD Licensee Services Pty Ltd

Level 4, 40 Kings Park Rd
West Perth, WA 6005

9:00am – 5:00pm Monday – Friday

TWD Licensee Services Pty Ltd

AFSL 475964

Dawn Thomas

TWD Licensee Services Pty Ltd

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