DKM Group: Helping you create and manage your wealth
Brisbane 07 3340 3800
Coffs Harbour 02 6650 5959
Beenleigh 07 3287 2266
Grafton 02 6643 3000
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“We have been clients of DKM Investment Services for the past 5 years. Over this period we have benefited from the advice given to us in developing a financial plan to improve our tax position and to allow us to enjoy a satisfying lifestyle.” ~ Peter & Claire McDonald,

“When planning ahead for our retirement we wanted to know how we could achieve our goals and continue to live a comfortable lifestyle once we both stopped working. The tailored investment strategies of DKM Investments Services has allowed this.” ~ Robert & Michelle Peters,

“We have always been able to rely on their flexibility and courteous service, Their staff have consistently made the extra efforts to assist us in completing our projects on time.” ~ Robert Patridge - Fitzroy Motors Pty Ltd, Dealer Principal


Featured Specialist:

David O'Brien: Director - Client Services

David O'Brien: Director - Client Services

David has over 30 years experience in the accounting profession and has previously been a Partner with a large international accounting... Read more >>

Fiona McCredie: Director - Client Services

Fiona McCredie: Director - Client Services

Fiona has a number of years experience working as a professional accountant providing business advisory services to clients in a variety... Read more >>

John Fisher-Stamp: Director - Client Services

John Fisher-Stamp: Director - Client Services

John Fisher-Stamp is a Chartered Accountant and a Client Services Director of The DKM Group.  John Specialises in the... Read more >>

Letitia Weatherhead: Principal - Client Services

Letitia Weatherhead: Principal - Client Services

Letitia worked in regional Queensland as a professional accountant before joining the DKM Group in 1999 and provides both... Read more >>

Mark Davies: Director - Auditing & Superannuation

Mark Davies: Director - Auditing & Superannuation

Mark has a dual role at the DKM Group, leading both the Audit and Superannuation divisions.  He has an... Read more >>

Michael Dowling: Director - Client Services

Michael Dowling: Director - Client Services

Michael has developed a unique combination of skills with over fifteen years in the chartered accounting profession, and more... Read more >>

Paul Symons: Director - Client Services

Paul Symons: Director - Client Services

Paul has a wealth of accounting experience following a number of years within the banking and finance sectors.  He... Read more >>

Sharon Pullen: Director - Client Services

Sharon Pullen: Director - Client Services

Sharon has a number of years experience as a professional accountant providing business advice to a large and broad... Read more >>

Dale Blamire: Director - Client Services

Dale Blamire: Director - Client Services

Dale brings over 30 years experience in the accounting profession to the DKM Group.  He specialises in the management... Read more >>

Denis Owens: Director - DKM Investment Services

Denis Owens: Director - DKM Investment Services

Denis Owens is a Director of DKM Group and Managing Director of Insight Investment Services, joining the company in... Read more >>

Stephen Lennon: Director - Client Services

Stephen Lennon: Director - Client Services

Steve works with a large cross section of clients on advisory issues such as business management, tax minimisation strategies... Read more >>

Greg Mallam: Director - Client Services

Greg Mallam: Director - Client Services

Greg has over 30 years of accounting experience, including 22 years as a Partner/Director of the DKM Group and... Read more >>

DKM Newsletter:

DKM is a proud member of:

Taxation Institute of Australia
CPA Australia
The Institute of Internal Auditors
Chartered Accountants

Privacy Policy

DKM Group recognises the importance of your privacy and understands your concerns about the security of your personal information. We are committed to protecting any personal information about you that we hold. This privacy policy details how we generally manage your personal information and safeguard your privacy.

'Personal information' is any information or opinion, in any form, which identifies an individual or from which an individual's identity is apparent or can be reasonably ascertained.

The National Privacy Principles

From 21 December 2001, most private sector organisations in Australia, must by law comply with the National Privacy Principles subject to the Privacy Act 1988 (Cth) ("NPPs"). We are bound by the NPPs.

Collecting personal information about you

The kinds of personal information we hold:

We only collect personal information that is necessary for us to perform our functions, to develop and promote our services and to assist us with complying with our legal and regulatory obligations.

The kinds of personal information we collect and hold will depend upon the services you request from us. However, it may include:

  • Information you give us when you instruct us to act for you or request another service from us (such as when you respond to an invitation to attend a seminar). This information will include your name, address and contact details
  • Information about individuals we collect in the course of acting for clients
  • Communications between us and you

We also collect some information from you when you use our website. Your use of the facilities and services available through our website will determine the amount and type of information which we collect about you. Some of this information will not be personal information because it will not reveal your identity.

The only personal information which we collect about you when you use our website is what you tell us about yourself, for example, by completing an online form when you accept an invitation to attend a seminar, or information you provide to us when you send us an email. We will record your email address if you send us an email.

Our use of cookies

When you visit our website, our server attaches a small data file called a "cookie" to your computer's memory.

Cookies are pieces of information that may be transferred to your computer's memory when you visit a website for record keeping purposes. Most Web browsers are set to accept cookies. However, if you do not wish to receive any cookies you may set your Web browser to refuse cookies. We use cookies to provide us with aggregate (anonymous) information on how people use our website and to help us to know what they find interesting and useful on our website. We do not link this information back to your identity or other information that you have provided to us. We do not store any information that identifies you inside cookies.

Collection of anonymous information.

As most websites do, we track usage patterns on our website on an anonymous aggregate basis. Your identity cannot reasonably be ascertained from this information. Each time you visit our website a web server makes a record of your visit. Specifically, it records your:

  • Internet Provider
  • Date and time of your visit
  • Pages accessed and the documents downloaded
  • Search items entered
  • Referring URLs (universal locators)

The way we collect personal information from you:

While in most instances we will collect information directly from the person to whom the information relates, we may require you to provide us with information about third parties. Accordingly, we may also collect information about you from a third party.

When we obtain personal and other information from third parties whom we are referred to by you, we will assume and you will ensure that you have made that third party aware that you have referred us to them and of the purposes involved in the collection, use and disclosure of the relevant personal or other information.

If you supply us with information about another person, you should ensure that you are authorised to do so and you must agree to inform that person who we are, that we will use and disclose their personal information as outlined in our Privacy Policy from time to time and that they may gain access to it should we hold that information.

If you do not provide us with your personal information, or you do not consent to us using your personal information as outlined in the Privacy Policy, it may not be possible for us to provide you with the services you request.

Using and disclosing your personal information

The purposes for which we collect and hold personal information and how we use it.

Any personal information which we collect about you will be used and disclosed by us so that we can provide you with the services that you have requested, or otherwise to enable us to carry out our functions as professional legal service providers and seeking to comply with our legal and regulatory obligations.

We may determine that it is necessary for us to conduct further searches and enquiries regarding the information you have provided us or more generally concerning you or your associates for our regulatory or prudential purposes. This may entail using some or all of the collected information to collect additional information concerning you or your associates (including personal information in the respect of individuals) from various other entities including, but not limited to, government agencies, law enforcement bodies, publicly available records, public registries, court or tribunal records, ratings agencies, search and credit reporting agencies, and regulatory and licensing bodies.

We may also use your personal information to provide you with information about other services offered by us (such as seminars). If you would prefer not to receive this information, please let us know and we will respect your request.

Contracting out services and disclosures.

We may disclose your personal information to our service entities and contract out some of our functions (such as mailing) to external service providers. We may disclose your personal information to these external service providers but only so that they can provide the services that we have contracted out to them.

Emails you receive from us regarding publications, events and education

How we collect personal information from you

If you provide us or have provided us with your email address, we may send emails to you containing DKM Group publications, such as newsletters or seminar invitations. If you do not wish for us to send you such emails, please contact us.

We may use an "email management system" to automate the management and dispatch of these emails. The system operates by inserting tracking codes in the emails that we send to you.

The kind of personal information we collect about you
The tracking code allows us to collect personal information about you, such as whether you received and opened an email, and whether you clicked through to any links to our website. This information that we collect about you will be stored by our email management system.

The purpose for which we collect the information about you
The personal information that the email management system collects about you is used by us to:

  • ensure that you only receive correspondence that you have informed us that you wish to receive
  • determine whether the information that we send to your is suitable for you interests, information needs and profile
  • ensure that the email address that you have provided us is still operational
  • determine whether emails that we send to you are received by you
  • update a request that you make to us to unsubscribe from a publication that we send to you
  • review the effectiveness and relevance of our emails to you by collecting other statistical information

Overseas transfers of personal information

We will only transfer your personal information overseas if:

  • we reasonably believe that the recipient of the information is subject to a law or a contract which effectively upholds privacy principles similar to the NPPs;
  • you have consented to the transfer;
  • the transfer is necessary for us to provide you with your requested services;
  • it is not practical to obtain your consent, the transfer is for your benefit and your consent would likely be given; or
  • we have taken reasonable steps to ensure that your personal information will not be held, used or disclosed by the recipient in a manner inconsistent with this Privacy Policy and the NPPs.

Sensitive Information

'Sensitive information' is a specific type of personal information that includes health information and information about a persons' race, ethnic origin, political opinions, membership of political, professional or trade associations, religious or philosophical beliefs, sexual preferences and criminal history.

The NPPs impose greater obligations on us regarding any collection, use or disclosure we make of your sensitive information. We will only collect your sensitive information if:

  • you have expressly consented to us doing so;
  • we are required to do so by law; or
  • the collection is necessary to establish, exercise or defend a legal claim.

Access to your personal information

In most cases, you can gain access to personal information that we hold about you. We will handle requests for access to your personal information in accordance with the NPPs.

We encourage all requests for access to your personal information to be directed to the Privacy Officer by email or by writing to the address below.

We will deal with all requests for access to personal information as quickly as possible. Requests for a large amount of information, or information which is not currently in use, may require further time before a response can be given. In some cases, consistently with the NPPs, we may refuse to give you access to personal information we hold about you. This includes circumstances where giving you access:

  • Would be unlawful (for example, where a record which contains personal information about you is subject to a claim for legal professional privilege by one of our clients)
  • Would have an unreasonable impact on other people's privacy
  • Would prejudice negotiations we are having with you
  • Would prejudice an investigation of unlawful activity
  • Would prejudice activities carried out by, or for, a law enforcement agency

If we refuse to give you access we will provide you with reasons for our refusal.

Generally, if you request us to do so we will amend any personal information about you held by us which is inaccurate, incomplete or out of date. If we disagree with your view about the accuracy, completeness or currency of a record of your personal information held by us, and you ask us to associate with that record a statement that you have a contrary view, we will take reasonable steps to do so.

If you would like more information about the way we manage personal information that we hold about you, or are concerned that we may have breached your privacy and wish to make a complaint, please contact us by either:

Email - privacy@dkm.com.au

Attention "Privacy Officer" Level 1, 79 Grey St South Brisbane BC, QLD 4101; or

Fax (07) 3340 3700

Changes to our privacy policy

From time to time it may be necessary for us to review and revise our privacy policy. We reserve the right to change our privacy policy at any time. We may notify you about changes to this privacy policy by posting an updated version on our website.

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