With a long term vision for Mal Dobson & Associates, the continuity of client service is guaranteed through the ownership by family members who have a like mind for providing outstanding service to our clients. A consistent client experience is achieved, through rigorous implementation of a mentoring program that is undertaken with all staff members.
A unique aspect to our practice is that we are a family business. In Australia family businesses represent 70% of all businesses**. For those clients seeking financial planning advice who are involved in business, we offer not only our financial ability, but our expertise in managing a family business.
Established in 1987, many clients from the foundation of the practice continue to utilise our services. We are fortunate to service clients from three generations of families.
We located our premises to Canning Vale in 1994 and moved to Willetton in 2015, as an alternative location to the CBD. This strategy proved successful in the ongoing growth of the practice by offering clients a location where there is sufficient and free parking and easy access to arterial roads.
** FBA/KPMG Family Business Survey and MGI Family and Private Business Survey 2011
Dobson Financial Planning Pty Ltd ACN 096 843 293 as trustee for the Shirtfront Trust ABN 99 139 782 191, trading as Mal Dobson and Associates is an Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 AFSL 230323