DJT Wealth
Financial Services - Sydney, New South Wales, Australia
DJT Wealth Employees
DJT Wealth Details
Dean O'Neill and Themi Karakaidos have 50 years of financial markets experience between them and have formed DJT Wealth in the CBD and Baulkham Hills. DJT Wealth (AFSL 510793), owned by Dean and Themi, holds its own Australian Financial Services Licence issued by the Australian Securities and Investments Commission. DJT Wealth is a company born out of a desire to provide individual and specifically tailored advice to Dean and Themi's clients.Combining their financial planning and advisory skills, Dean and Themi seek to provide bespoke advice to a relatively small number of clients with whom they seek to build deep and long-lasting relationships. In doing so, Dean and Themi believe that they are best placed to add significant value to their client's financial and overall personal well-being.Dean and Themi's areas of expertise include superannuation, self managed super funds, retirement planning, shares, managed funds, insurance, debt management, employee share plans and estate planning.Dean has over 28 years financial services experience and holds a Bachelor of Commerce (Economics) from Macquarie University and holds a Diploma of Financial Planning from Deakin University and is a Certified Financial Planner®. Prior to establishing DJT Wealth he worked with Themi for 15 years which included 12 years at Macquarie Bank. In total, Dean worked at Macquarie Bank for 14 years and was formerly an employee of Merrill Lynch for 5 years. Themi has over 26 years financial services experience and holds a Bachelor of Economics from Sydney University, a Diploma of Financial Planning and is a Certified Financial Planner®. Prior to establishing DJT Wealth he worked with Dean for 15 years, which included 12 years at Macquarie Bank. Prior to this Themi held financial services roles with AMP, Lend Lease and NRMA.Dean and Themi are both members of the Financial Planning Association of Australia and are members of the Tax Practitioners Board.
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