About Dobbrick Financial Services

David Dobbrick

DFS Ipswich

Ryan Dobbrick

DFS Ipswich

Paul Dobbrick

DFS Gympie

Dan Robertson

DFS Gympie

Dobbrick Financial Services is a Financial Planning business that has been operating in Queensland for over 40 years.

Dobbrick Financial Services was originally founded by brothers Ross and David Dobbrick, in both Gympie and Ipswich. Following successful careers with SGIO (now Suncorp), Ross and David joined forces in 2002 and formed Dobbrick Financial Services. Their goal was to provide best interest advice and solutions that were to the benefit of their clients, rather than their employer.

Their sons, Paul and Ryan have since joined the family business as principal owners and are working hard to support their clients and move the business forward well over the next 40 years.

In December 2011, Dobbrick Financial Services joined Fortnum Financial Advisers. The Fortnum group gives Dobbrick Financial Services access to cutting edge technology, solutions and services to ensure investment protection and the very best outcomes for each and every client. Dobbrick Financial Services and Fortnum innovate together to remain dynamic and responsive in a constantly changing investment environment.

Dobbrick Financial Services is proud to look after and deliver advice to our client’s in both personal and business financial planning.

Dobbrick Financial Services and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.

Our Mission and Vision

We believe it is imperative to maintain our business with a dedicated set of values and goals for the future. That is why we have developed a strong Mission and Vision Statement.

Our Mission

We are an established family based financial planning firm providing personalised best interest financial advice to benefit businesses, individuals, their families, and the community. By listening and fully understanding our clients’ needs and objectives we provide tailored solutions to help achieve their financial goals through regular contact, communication and education.

Our Vision

Our vision is to build strong, trusting relationships with our clients to ensure a secure financial future for all generations. We believe financial planning should be a priority and accessible for all members of the community. Through education, we can secure our vision to ensure more families and businesses choose to access professional financial advice.

Our aim is to achieve an environment within our practice that is friendly, trustworthy, and secure for our staff and clients. Through this standard of practice we will continue to be recognised for our long history in providing excellence in financial advice.

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Rochelle StoneAbout Dobbrick Financial Services