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DPM Financial Services

DPM Financial Services provides tax, accounting, insurance, mortgage broking and wealth advice tailored to doctors at every stage of their career.

Overview

Display / Trading Name
DPM Financial Services

Business Description

DPM Financial Services specialises in tax, accounting, insurance, mortgage broking and private wealth advice for medical professionals.

  • Supports doctors at each career stage, from medical students and doctors in training through to consultants and private practice owners.
  • Services span personal insurance, income protection, home loans, tax returns and superannuation planning.

Best for: doctors wanting integrated tax, insurance and lending advice from specialists in medical careers.

Service & Expertise

Compensation, Benefits and Rewards

Independent Financial Adviser

DPM Financial Services is an Independent Financial Adviser based in Melbourne with a Sydney office, providing personal financial advice exclusively to doctors and medical professionals across Australia for almost 60 years.

  • Founded in 1964 when two accounting students began helping medical student friends with their finances, DPM has since advised thousands of medical professionals throughout their careers.
  • Its Private Wealth team, alongside principals and consultants in tax, lending and insurance, delivers tailored advice covering wealth strategy, income protection, trauma, total and permanent disablement and term life insurance.
  • Services are structured around the medical career lifecycle, from medical students and doctors in training through to consultants and private practice owners.
  • DPM expanded its offering over time to include lending, property advocacy and legal services, reflecting the changing financial needs of doctors as their careers progress.

Best for: doctors and medical professionals at any career stage seeking financial advice tailored specifically to the medical profession, rather than a generalist adviser.

Operational Coverage

  • Victoria (Hybrid) Local presence: Staff based locally 412 St Kilda Rd, Melbourne VIC, 3004

Industry

Industry Experience

Professional, Scientific and Technical Services

Contacts & Channels

Related Vendors

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