DPM Financial Services - Melbourne, Victoria

Address: 412 St Kilda Rd, Melbourne VIC 3004, Australia.
Phone: 1800376376.
Website: dpm.com.au
Specialties: Financial consultant, Accounting firm, Finance broker, Insurance broker, Superannuation consultant, Tax consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 70 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of DPM Financial Services

DPM Financial Services 412 St Kilda Rd, Melbourne VIC 3004, Australia

☎️1800376376

⏰ Open Hours of DPM Financial Services

Monday: 8:30 am–5 pm
Tuesday: 8:30 am–5 pm
Wednesday: 8:30 am–5 pm
Thursday: 8:30 am–5 pm
Friday: 8:30 am–5 pm
Saturday: Closed
Sunday: Closed

DPM Financial Services es una empresa de consultoría financiera con sede en Melbourne, Australia. Está ubicada en la famosa calle St Kilda Road, en el corazón del barrio financiero de Melbourne. La dirección es Address: 412 St Kilda Rd, Melbourne VIC 3004, Australia.

Para obtener más información, puede llamar al teléfono 1800376376 o visitar su sitio web en dpm.com.au.

Specialidades

DPM Financial Services ofrece una variedad de servicios financieros, incluyendo:

Financial consultant: asesoramiento financiero personalizado
Accounting firm: servicios de contabilidad y asesoramiento fiscal
Finance broker: asesoramiento financiero y recomendaciones de productos financieros
Insurance broker: asesoramiento de seguros y recomendaciones de productos de seguro
Superannuation consultant: asesoramiento sobre la planificación de la jubilación y los planes de ahorro
Tax consultant: asesoramiento fiscal y recomendaciones de estrategias de impuestos

Otras características

DPM Financial Services ofrece una variedad de servicios adicionales, incluyendo:

Apuntamientos en línea
Servicios en-site
Parking para personas con discapacidad
Entrada y baño accesibles para personas con discapacidad
Toiletas accesibles para personas con discapacidad
Amistosa con la comunidad LGBTQ+
Recomendación de citas
Recomendación de citas recomendadas

Opiniones

Esta empresa tiene 70 reseñas en Google My Business.

La media de las opiniones es de 4.9/5.

Los clientes elogian a DPM Financial Services por su profesionalismo, servicio y respuesta temprana. Algunos clientes destacan su capacidad para proporcionar asesoramiento financiero personalizado y recomendaciones de productos financieros.

En general, DPM Financial Services es considerada una empresa de confianza y recomendada por sus clientes.

👍 Reviews of DPM Financial Services

DPM Financial Services - Melbourne, Victoria

Jared S.

5/5

Anthony and the DPM team are fantastic! They've been hugely influential and informative with our tax and wealth planning strategies. Their service and response times are amazing and they are a joy to work with. Always going the extra mile to ensure we are well taken care of! Highly recommend!

Elizabeth H.

5/5

We are new clients of Dino and Jamie on the recommendation of friends, having changed from another medical accounting firm. We have been so grateful to them and the team at DPM for absolutely wonderful service and care in our first year of being their clients. They have really stood out with all the expertise and attention to detail you would hope for, in addition to the kindness and excellence in communication skills that you didn’t know you needed from your accountants. We couldn’t recommend them any more highly.

Nancy F.

5/5

Both Naomi and Anthony are really knowledgeable and client focus.
Anthony helped me a lot with my finance and tax refund. He’s also really responsive and informative.
Naomi has also been a pleasure to work with to get our loan for our first home.
Would definitely recommend DPM!

Georgia N.

5/5

I had the pleasure of having Naomi assist me with a home loan for as long as it took! Throughout a very stressful and unfamiliar process Naomi was present to walk me through all the steps required. We re-evaluated at any stage which bank would be more suitable for myself and she answered all my questions with skill and kindess. Many thanks to Naomi!

Lee J.

5/5

I have been with DPM for a few years now and have had a really positive experience with Anthony, our accountant. Very knowledgable and always available to help with tax related enquiries. DPM have a vast network of high quality services that we have used as well. Tom our insurance broker was very professional and efficient. Overall great experience with DPM

Arash D.

1/5

I’m disappointed with my recent experience. Despite emailing and calling DPM Financial multiple times over two days, I received no follow-up. When I finally reached someone, I was given an apology, but there was still no further contact. My situation was time-sensitive, and I found the lack of communication unprofessional and concerning. It gave the impression of poor accountability and limited care for client needs.

Stuart M.

5/5

Excellent and personal advice tailored to our retirement needs. Key decisions were explained in a manner which was easily understood giving us confidence in our retirement management planning.

Amy G.

5/5

I have been with DPM for over a decade.
James Court is incredibly professional, knowledgeable and approachable and has been invaluable not only for the yearly tax return but he has also been available and quick to respond during the year as any issues or queries arise.

We are very lucky to have had Kimsor Pan assist us with our recent mortgage. We found him both professional and approachable, committed to finding finance that suited our needs and quick to respond to all queries.

I would highly recommend both of these professionals at DPM