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Showing 1 - 6 of 6 results for "Dawn Thomas"

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
... funds aside for their kids have expressed that their kids don't have the tools to manage money," TWD financial adviser Dawn Thomas said in launching the initiative. It will host a session for parents and grandparents in November with the first workshop ...

AFA names Great Advice Awards winners

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
... in the AFA's Female Excellence in Advice Award twice. AFA Inspire national chair and Integro Private Wealth's Dawn Thomas was the Western Australian winner for building trust with a client who had previously received poor advice. Sunsuper head of ...

Why women struggle in financial advice

ELIZABETH MCARTHUR  |  THURSDAY, 16 JAN 2020
... highlighted as something that could increase women's participation in the industry. Wealthwise senior financial adviser Dawn Thomas has seen this first hand. "I returned to work after three months with my first two children and after four and a half ...

Adviser of the Year named

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
... terrific role model for the future of financial advice." The AFA and TAL Female Excellence in Advice award went to Dawn Thomas of Wealthwise. Thomas was drawn to financial services because she wanted to empower people to achieve their financial dreams. ...

Nominees await top AFA honours

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... Excellence in Advice Award Felicity Cooper, Cooper Wealth Management Tracey Ferguson, Ferguson Financial Planning Dawn Thomas, Wealthwise Tabitha Tworek, Insight Wealth Planning 2019 AFA Excellence in Education Award Kearsten James, Cooper Wealth Management ...

AFA names Female Excellence finalists

KRISTI CHENG  |  MONDAY, 12 AUG 2019
... roles." The finalists are Felicity Cooper of Cooper Wealth Management, Tracey Ferguson of Ferguson Financial Planning, Dawn Thomas of Wealthwise, and Tabitha Tworek of Insight Wealth Planning. AFA chief executive Philip Kewin said the award also promotes ...
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