Dawn Thomas Email
Senior Financial Adviser @ The Wealth Designers
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Dawn Thomas Location
- Perth, WA, AU
Dawn Thomas Work
- 2022 -now Senior Financial Adviser @
- 2017 -2021 Senior Financial Adviser @
- 2016 -2017 Regional Manager - BW Financial Advice @ BW Financial Advice Ltd
- 2014 -2016 Business Financial Adviser - Relationship Managed Channel @ BW Financial Advice Ltd
- 2010 -2013 Personal Financial Adviser @ BW Financial Advice Ltd
- 2009 -2010 Financial Planning Cadet @ BW Financial Advice Ltd
- 2008 -2009 Financial Planning Cadet @ BW Financial Advice Ltd
Dawn Thomas Education
- Edith Cowan University
Doctor of Philosophy - PhD (Business/Commerce, General)
2020-2028 - Ethical Invest Group 2023-2024
- Kaplan Professional
Accredited Listed Product Adviser Program (Listed Securities)
2020-2020 - SMSF Association
SMSF Association Specialist Advisor Accreditation Program (Financial Planning and Services)
2020-2020 - Kaplan Professional
Ethics and Professionalism Unit (Financial Planning and Services)
2019-2020 - FASEA
FASEA Exam (Financial Planning and Services)
2019-2019 - Financial Planning Association
CFP Certification Program (Financial Planning and Services)
2015-2016 - Kaplan Professional
Masters of Applied Finance (Financial Planning and Services)
2012-2014 - Kaplan Professional
Post Graduate Diploma of Financial Planning (Financial Planning and Services)
2012-2013 - Kaplan Professional
Post graduate Certificate in Applied Finance (Accounting and Finance)
2010-2011 - Kaplan Professional
Diploma of Financial Planning (Financial Planning and Services)
2009-2010 - Murdoch University
Bachelor of Media Studies (Screen and Sound & Radio)
2002-2006 - Murdoch University
Bachelor of Mass Communications (Journalism)
2002-2006
Dawn Thomas Skills
- Retail Banking
- Superannuation Strategies
- Superannuation
- Retirement Planning
- Finance
- Lead generation in a retail bank environment
- UK Pension Transfers
- Maximising social security
- Investment Strategies
- Wealth
- Wealth Accumulation
- Wealth Management
- Investments
- Pensions
- Investment Advisory
- Insurance
- Personal Protection
- Strategic Financial Planning
- Income Protection
- Financial Advisory
Dawn Thomas Summary
- Dawn Thomas, based in Perth, WA, AU, is currently a Senior Financial Adviser at The Wealth Designers. Dawn Thomas brings experience from previous roles at Wealthwise Financial Planning and BW Financial Advice Ltd. Dawn Thomas holds a 2020 - 2028 Doctor of Philosophy - PhD in Business/Commerce, General @ Edith Cowan University. With a robust skill set that includes Retail Banking, Superannuation Strategies, Superannuation, Retirement Planning, Finance and more. Dawn Thomas has 1 emails on RocketReach.
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