Our areas of expertise include:
We offer an ongoing service to our superannuation clients, for those would like to ensure a qualified professional assists in managing their account. This service includes:
Other areas of superannuation advice include:
All our planners are experienced life insurance professionals, who will be able to recommend a complete personal insurance package for your requirements. Many clients are now opting to have certain insurance premiums deducted from a superannuation fund.
With a wide range of insurers to provide quotations on, we are well placed to assist clients in finding the most suitable personal insurance policy covering:
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