DPM Financial Services

DPM Financial Services Through experience and extensive knowledge of the journey of a medical professional, DPM provides a

Our consultants are specialists in their fields, and work together to ensure that our clients receive the most comprehensive and tailored financial advice and recommendations. We offer a holistic financial management service which includes tax & accounting, financial planning, finance, superannuation, personal insurance and private wealth.

We're proud to congratulate our wealth consultant Karli Tsemetzis on being invited to speak at the Financial Advice Asso...
22/05/2026

We're proud to congratulate our wealth consultant Karli Tsemetzis on being invited to speak at the Financial Advice Association Australia (FAAA) Gen Next event last week!

The event brought together university students and emerging professionals for an evening focused on portfolio fundamentals, investment strategy, and building a career in financial advice. Karli joined a panel of experienced advisers, drawing on her 11+ years in financial services and her specialisation in working with medical professionals.

Being invited to speak at an FAAA industry event is a meaningful recognition of Karli's expertise and her ongoing commitment to the profession.

Congratulations, Karli. 👏

Last night's federal budget included changes to negative gearing, capital gains tax and discretionary trusts. If you hol...
13/05/2026

Last night's federal budget included changes to negative gearing, capital gains tax and discretionary trusts.

If you hold investment properties, or have a discretionary trust, now is a good time to understand how these changes may affect your situation. Talk to your DPM consultant to understand your specific situation.

Learn more about it here: https://www.dpm.com.au/2026-federal-budget/

30/04/2026

There's no better way to celebrate the diversity of a team than through the food that means something to them. We participated in 'A Taste of Harmony' again this year, a national initiative that brings Australian workplaces together to celebrate cultural diversity through food. 🌏🍴

The spread was something else. Our team brought in dishes from all over the world, including Maltese pastizzi, Taiwanese pineapple cake, New Zealand lolly slice, English coronation chicken sandwiches and Chinese dumplings, just to name a few! Of course we also had a very respectable display of Aussie classics: sausage rolls, fairy bread, chocolate ripple cake, and Cheezels!

The best part of the day was hearing the stories behind each dish. The family recipes, the childhood favourites, the cultures that make our team who they are. This is what inclusion looks like at DPM.

Buying a property can be a stressful time, especially when you're already working in an intensive career as a medical pr...
30/04/2026

Buying a property can be a stressful time, especially when you're already working in an intensive career as a medical professional. But it doesn't have to be...

At DPM, we pride ourselves on not just our financial expertise, but our accessibility. Our specialist lending team make themselves available and responsive to your needs to ensure that you get exactly what you're looking for, in a timeframe that suits you.

Chat to one of the team here https://www.dpm.com.au/book-an-appointment/ 🫱🏼‍🫲🏽

If you've been following along, you’ll know our team never says no to a Brainwave Australia Family Day. This time, it wa...
27/04/2026

If you've been following along, you’ll know our team never says no to a Brainwave Australia Family Day. This time, it was Sydney's turn!

Our DPM team Paul Iaconis, Jemima MacPherson and Jessica Santiago had the privilege of volunteering at Brainwave Australia's Family Day at Sydney Zoo, joining around 160 people across 30 families for a morning of connection and joy.

Families raising children with brain injuries and neurological conditions face profound hardship and isolation. A day like this gives them a safe space to find each other, breathe, and be reminded they are not alone.

We work with medical professionals at DPM. Our involvement with Brainwave allows us to see and support the families they're caring for. Thank you Paul Bird and team for letting us be a part of events like this that mean so much. 🧡

Learn more about Brainwave Australia's incredible work: brainwave.org.au

Medicine is a marathon, not a sprint, and financially it can feel like you’re starting a few laps behind...While others ...
27/04/2026

Medicine is a marathon, not a sprint, and financially it can feel like you’re starting a few laps behind...

While others are building wealth, many doctors are still deep in training, juggling long hours and big responsibilities. But those small financial decisions you make early on? They can quietly shape your future freedom.

For women in medicine, the stakes are even higher. Career breaks, part-time work, and longer life expectancy mean your financial foundation matters more than ever.

The good news: you don’t need to be perfect, just intentional.
đź“– Read our latest article to learn why financial literacy matters early
🤝 And if you’re ready to take control, book a free, no-obligation
consultation with us

Your future self will thank you.

https://www.dpm.com.au/knowledge-centre/why-financial-literacy-matters-from-a-young-age-for-women-in-medicine/

Every single day 10 Australian children are diagnosed with a life-altering neurological condition or acquired brain inju...
21/04/2026

Every single day 10 Australian children are diagnosed with a life-altering neurological condition or acquired brain injury. They, and their families, will never be the same again. They face financial hardship, social isolation, exhaustion, guilt, family breakdown and frustration with the health and disability systems.

Our DPM team William Indrawan, Tracey Baldwin, Ashley Liu and Dorje Gurung had the privilege of volunteering at Brainwave Australia’s Gumbuya World Family Day in Melbourne.

We joined Paul Bird and the Brainwave team for a day designed to give these families a safe, joyful space to connect with others who truly understand what they're going through. Behind the fun of a theme park day is something much more meaningful. Parents finding other parents. Kids just being kids together. Families getting a genuine break from the weight of everyday life.

At DPM, we work with medical professionals. Through Brainwave, we see and support the families they're caring for. Grateful to Brainwave for organising and including us in this special day. 🧡

Learn more about Brainwave Australia's incredible work at brainwave.org.au

The financial decisions doctors make early in their careers can significantly impact lifetime earnings. This week our Co...
16/04/2026

The financial decisions doctors make early in their careers can significantly impact lifetime earnings. This week our Consultants Nathan Mai, Kyle Roberts and Karli Tsemetzis were at The Alfred for an HMO Training Session, educating first-year doctors on the fundamentals that can make all the difference.

Tax Consultant Nathan walked in-person and virtual attendees through essentials like salary packaging, FBT exemptions, and novated leasing. It was great to see so many future surgeons engaged and investing in their financial education from the very start – fuelled by a lunch put on by our team!

Thank you to Farouk Arnaout for organising such a great session and making space for financial education alongside clinical training. We are looking forward to more of these sessions, and proud to keep showing up for doctors at every stage of their careers.

15/04/2026

As a doctor, your time is better spent on patients, not paperwork. DPM secures car finance in 24-48 hours based on your professional credentials*, not endless admin.

Ready to upgrade your vehicle before end of financial year June 30?

Talk to DPM today to get competitive rate car finance for medical specialists. Click the link below and fill in your details. We’ll give you a call within 2 business hours.

https://bit.ly/4sOgrAQ

*Approvals within 24–48 hours, without the need for financials, may be available in the majority of cases for established medical specialists and practice owners. Approval timeframes and lending criteria vary by lender. DPM does not guarantee loan approval, as each application is subject to individual assessment by the lender.

15/04/2026

DPM is proud to support the St Vincent's Hospital 2026 Medical Alumni Golf Day, a tradition that's been bringing Alumni, Junior and Senior doctors together for nearly 90 years.

Despite the unfortunate Melbourne weather, good company and good golf carried the day. We put up a SureShot Laser Rangefinder as our prize, so one lucky winner went home with something special to show for braving the conditions.

Events like this are a reminder of what makes the medical community so special: connections that span careers, specialties, and generations. We're honoured to play a small part.

A big thank you to event organiser Dr David Olive, and to our own Will Ezzy, Anthony Pane, and Anthony Dickinson for representing DPM on the day.

Address

412 St Kilda Road
Melbourne, VIC
3004

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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