DJT Wealth is a company born out of a desire to provide individual and specifically tailored advice to our clients. Combining financial planning and advisory skills, DJT Wealth seek to provide bespoke advice to clients.
Find Out MoreDean O’Neill and Themi Karakaidos have over 50 years of financial markets experience between them and have formed DJT Wealth with our office in the Sydney CBD. 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 DJT 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, they are best placed to add significant value to their client's financial and overall personal well-being. DJT Wealth’s areas of expertise include superannuation, self managed super funds, retirement planning, shares, managed funds, insurance, debt management, employee share plans and estate planning.
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Themi has over 27 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 he held financial services roles with AMP, Lend Lease and NRMA.
Dean has over 29 years financial services experience and holds a Bachelor of Commerce (Economics) from Macquarie University, a Diploma of Financial Planning 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 for 14 years and was formerly an employee of Merrill Lynch for 5 years.
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