Dawn Thomas Location
Perth, WA, AU
Dawn Thomas Work
- 2022 - now Senior Financial Adviser @ The Wealth Designers
- 2021 - 2022 Private Wealth Adviser @ Integro Private Wealth
- 2017 - 2021 Senior Financial Adviser @ Wealthwise Financial Planning
- 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 Group2023 - 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
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
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 Integro Private Wealth, 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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Top The Wealth Designers Employees
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Troy MacMillan
Chief Executive at The Wealth Designers
Perth, WA, AU25 -
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Clair Hayes
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Perth, WA, AU2 -
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Business Development Manager at The Wealth Designers
Brentwood, WA, AU1 -
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Joshua Rendell
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Perth, WA, AU1
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