What our clients say:
“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
“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,
Featured Specialist:
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 has a number of years experience working as a professional accountant providing business advisory services to clients in a variety... Read more >>
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 >>
Greg Mallam: Director - Client Services
Greg has over thirty years of accounting experience. His specialty is in the timber and property development industry, together... Read more >>
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 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 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 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 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 has a number of years experience as a professional accountant providing business advice to a large and broad... Read more >>
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 >>
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 >>
DKM is a proud member of:
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Financial Planning & Wealth Management
Retirement plans
- Transition To Retirement Strategies
- Account Based Pensions
- Lump Sum Accumulation Strategies
- Asset Allocation Advice
Investment strategies
- Tailored Advice On Structure Of Investment Portfolios
- Risk Versus Reward Advice And Restructuring
- Up To Date Market Analysis and Advice On Australian and International Shares
- Comprehensive Review And Advice On Full Range Of Managed Funds
- Listed And Unlisted Property Opportunities
- Cash, Fixed Interest And Bond Advice
Superannuation
- Self Managed Superannuation Funds
- Personal Wholesale Superannuation Funds
- Corporate Superannuation Funds
- Risk Profiling Advice
- Investment Selection Advice
Estate planning
- Planning Advice To Ensure Certainty Of Distribution Of Assets Upon Death
- Avoiding CGT Traps Upon Death
- Advice on Use Of Wills, Powers Of Attorney and Testamentary Trusts
Life insurance & risk analysis
- Life Insurance
- Total And Permanent Disability Insurance
- Trauma Insurance
- Income Protection Insurance
Capital raisings and IPO's
- Ability To ‘Lock In’ Preferential Placements Via Our Wholesale Broker Associations
- Advance Notification To Clients On Upcoming Capital Raisings and IPOs
- Ongoing Advice And Recommendations On All Corporate Action
