Hi, I’m Dawn,
Financial Adviser at The Wealth DesignersÂ
Financial Adviser
I help women feel safe, seen and heard through the financial empowerment process
Dawn Thomas is a self-professed superannuation nerd, a part-time PhD Student researching the superannuation behaviour of Gen Z, and a mother of three.
Dawn is the winner of IFA’s Excellence Award 2023, Industry Thought Leader of the Year 2023, Transformation of the Year
2022, Great Advice Award (WA) 2021, 2019 Female Excellence in Advice and named one of Australia's 50 most influential
Advisers from 2020-23. She is passionate about collaborating with people to help them achieve the financial and life goals
that they are after.
Dawn describes her financial advice style as heart led, where financial knowledge and goals are achieved
through an inclusive, trusted relationship between adviser and client. She has spearheaded the launch of Start Well Program
and Podcast at The Wealth Designers which aims to lift financial literacy for children of clients and young people in the
community. Dawn is a part time PhD candidate at Edith Cowan University, researching the superannuation behaviour of Gen
Z. Dawn is also the podcast host of Your Money Story which shares underrepresented money stories within the community.
Location:Â Western Australia, Perth
Favourite drink:Â Singapore Sling
Best life hack: To get through the mad balance of work and parenting, find an outlet like sport or gym, to get your you time, invest in health and let it all out!
Best piece of advice:Â Never lose control over your money
Book a call with Dawn
More About Me
Her heart led approach to advice is based on building a relationship of trust and creating bespoke advice based on the life goals and objectives of her clients. Dawn’s strength is in translating the complexity of financial concepts and calming the chaos of a financial position into an empowered plan to move forward with
 Originally a Murdoch University Media Studies graduate, Dawn was drawn to the financial planning industry in 2008 because of her innate ability to connect to people and their life stories. She assists clients from a broad range of backgrounds such as retirees, professional women, accumulators, widowers, farmers and pharmacists.
The information provided on our website or at this seminar, online course, event, webinar or workshop is general in nature and is not personal financial product advice. Read Full Disclosure Here.
