About Me

Dawn began her career in financial advice in 2008, drawn to the field by her innate ability to connect with people and their life stories. Dawn's background is unique, having originally graduated from Murdoch University with a double degree in Media Studies and Mass Communications before transitioning to financial planning.

Many in the profession would recognise Dawn for her heart-led approach to advice, focusing on building relationships of trust and creating bespoke advice based on her client's life goals and objectives. Dawn has been recognised multiple times for her contributions to the industry. From 2020 to 2023, she was listed in Financial Standard's Power 50, acknowledging her as one of Australia's most influential financial advisers. She won the Independent Financial Advisers (IFA) Excellence Award and Thought Leader of the Year in 2023, IFA Transformation of the Year Award 2023, 2019 Inspire Women’s Excellence in Advice Award and the Great Advice Award (WA) in 2021.

Outside of her client work, Dawn is passionate about advancing the profession, particularly for women, and improving young peoples’ financial empowerment. She served as the National Chair of FAAA Inspire for 3 years and is now a member of FAAA’s Financial Planning Education Council (FPEC). Dawn is currently a part-time PhD student researching the superannuation behaviours of Gen Z as well as spearheaded the launch of TWD’s financial literacy initiative: the Start Well program and podcast.

Commitment to education Graduate Diploma of Financial Planning, Master of Applied Finance, Certified Financial Planner certification, SMSF Specialist Adviser accreditation, and completion of the Kaplan Accredited Listed Product Adviser Program.

In July 2022, Dawn joined The Wealth Designers to continue offering advice with heart to more members of the community. Dawn, is a mother of three, enjoys cooking for loved ones, listening to trance music and playing hockey.