“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
“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 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 >>
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 >>
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 is a Director of DKM Group and Managing Director of Insight Investment Services, joining the company in... 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 >>
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 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
