Meet Dan Robertson – Lending Specialist and Financial Planner

Mortgage Broker, Dobbrick Financial Services, Gympie

Qualifications

Diploma of Financial Services Finance/Mortgage Broking Management
Tribeca Self Managed Superannuation Funds

Paul Dobbrick

Professional Memberships

  • Mortgage & Finance Association of Australia (MFAA)
  • Financial Planning Association of Australia (FPA)

About Dan

“When clients trust you with their financial goals it is up to us to educate them through their financial journey“

Upon meeting Dan Robertson, you will feel a sense of familiarity and comfort that comes from his experience in the finance sector which spans more than twenty years. Dan Robertson is a qualified Financial Planner and Mortgage Broker and is known for his commitment for creating successful portfolios through supported strategies.

As a qualified Mortgage Broker and Credit Representative of Fortnum Lending Pty Ltd, Dan specialises in lending finance and provides personal advice for home loans, asset finance and commercial lending. Dan’s finance career began in the 90s managing a regional Queensland Building Society. After leaving the South East Queensland financial institution, Dan became a Partner of a Sunshine Coast accounting and financial services business before going on to become Owner Director of his own financial services firm in Gympie.

Dan works closely with individuals, families and business owners who wish to create trustworthy relationships. Dan knows that his clients personal and business circumstances can change with the ebbs and flows of life, which is why he considers himself a personal concierge who always has his finger on the pulse maintaining constant contact with his clients. His sincere client relationships are a result of his passion in providing tailored solutions to those who are willing to embrace informed, goal-orientated strategies.

Dan’s colleagues describe him to be the quiet listener who puts the spotlight on his clients with a client-first approach in advising. They believe his considered approach to all areas of planning is at the heart of his harmonious client relationships.

Dan’s clients, many with complex personal and business situations, have credited his skill to advise on all services of planning, from lending advisory services through to maintaining a valuable portfolio. His holistic approach and compassionate view on educating his clients on the ‘why’ and ‘how’ finances work, supports the strong bond he has built in the community.

Dan’s love of community and understanding of small and large business makes him an experienced ‘all-rounder’ uniquely qualified to deliver professional advice.

“I want my clients to gain a valuable portfolio through education. I want them to grow through their financial journey and come out stronger at the other end!’

Homelife & Personal Interests

Dan, who is a father of three adult children, has lived and worked most of his career in the Gympie and Sunshine Coast region. Being an active member of the Rainbow Beach Surf Life Saving Club you can find Dan at Rainbow Beach soaking in the rays of the popular tourist destination. When Dan isn’t providing life saving skill on the beach you can find him tripping the light fantastic on the ballroom floor in Gympie or working out at the local Crossfit gym.

Dan Robertson is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers Australian Credit Licence 357306. Credit Representative Number: 367697

  • "Without a succession plan, there is no possibility that my business would have survived if something were to happen to me, and I hate to think where that would leave my family."

    Online Manufacturer – Brisbane
  • "I would highly recommend Ryan and Dobbrick Financial Services for all your financial and insurance services. He is professional, but also personal, tailoring services to your specific needs. Ryan competitively quoted all insurances and activated policies easily over the phone, which gained my trust initially. His dedicated work has ensured the protection of my financial assets and has put my mind at ease.  Ryan’s assistance in submitting claims and organising payments has made the whole process extremely easy. When the unthinkable happens, his knowledge and experience assure action and results, fast."

    Brendan C – Ipswich
  • "I dealt with both Ryan and David at Dobbrick Financial Services and found them to be supportive and objective as they managed my claim with the insurer. It is a tough and demanding time when your income has dried up and you are dealing with so much stuff, it is invaluable to have a team batting for you. The Dobbrick team did that for me; they are a life saver and can be relied on to do the right thing by people in need. I can offer two pieces of advice if you have financial commitments and are raising a family: get the right insurance; and do it with the people you can trust"

    John K – Kumbia
  • “DFS has assisted my wife and I with all of our insurance needs. Their advice and the insurance provided has given us peace of mind that we are covered for life’s unpleasant surprises. Their service is friendly, timely and accommodating. I have no hesitation in recommending DFS’s services.”  

    Ben D – Queensland
  • "Both my wife, Robin, and I have been totally happy with the services provided by the Dobbrick organisation. The management of our investment portfolio over the past few years has been carried out most efficiently, especially during the GFC. I am confident that my decision to choose Dobbrick’s, rather than a larger, less personal superannuation organisation to handle my retirement needs was the right way to go. I would have to say that without Paul’s advice and assistance, my transition into retirement; involving budgeting, planning, the setting up of an allocated pension fund and the completion of endless Centrelink paper-work, would not have been so painless and expedient."  

    Ken W – Gympie
  • "We have been working with ‘Dobbrick Financial Services’ for some time and have consistently been impressed with their level of service to our organisation. All of our insurance matters are dealt with promptly and they even go the extra mile to ensure our claims are being addressed by the insurers in a timely manner. We have always found Paul and his staff to be professional and courteous, and do not hesitate to recommend Dobbrick Financial Services. Thank you Paul and look forward to continuing work with you."  

    Antonio Peronace – MD – ace stone + tiles Kawana
  • "I am a female in my later years and for a considerable number of years have been handling my Self-Managed Superannuation portfolio. Several years ago I turned to Ross and Paul Dobbrick for advice. Paul has given me first-class, personal assistance which puts my mind at ease. He promptly attends to any queries I have, discusses the pros and cons and acts accordingly. I have absolute full confidence in his advice and the professional manner in which he conducts his business. Thank you Paul and all the team at Dobbrick Financial Services."  

    CS – Gympie
  • "My experience with Dobbrick Financial Services has been incredible to date. Not only are the staff well informed in their different areas of expertise, but their customer service is second to none. Their advice is clear and has helped reduce the fees in my super. When you trust someone else with your future you want to be sure they will look after to you and at Dobbrick Financial Services, your future is in safe hands."  

    John and Lindsay C – Sydney
  • "Insurance and Financial security is one of the most important tools required for any business and personal protection. Dobbrick Financial Services came highly recommended and upon our first introduction, I can understand why. From the start they looked right into my requirements, focusing on insurance requirements and financial security for the future. Within days I was presented with a vast array of investment and insurance options.From here we could see the direction we needed to follow and Dobbrick Financial Services refined the initial drafts to produce the final polished portfolio. I now have full confidence in my future financial security. I was overwhelmed with the professionalism and knowledge Dobbrick Financial Services offered and have no hesitation in recommending them."  

    James S – Sunshine Beach
  • "We have worked with Paul Dobbrick for the past 7 years and have always had a very positive relationship. We appreciate the wealth of knowledge and experience which Paul has and his guidance with respect to our insurance needs for both our business and our personal coverage is exceptional. Paul keeps us up to date with the current trends, is completely trustworthy in his dealings with us and makes contact on a regular basis. We would recommend Paul and Dobbrick Financial Services to look after you and your business."  

    Michael & Bernadette M – Brisbane
  • "I came to Dobbrick Financial Services as I needed help with my super.I had numerous accounts and I had never made the effort to roll them into one due to the significant time and hassle involved which I simply didn’t have. Organising my super always seemed to be pushed back to the bottom of my to do list. Dobbrick Financial Services were fantastic in sorting it all out for me – they did all the legwork and the timely administration – all I needed to do was sign a piece of paper! Now I have peace of mind that all my super has been accounted for and rolled into the most appropriate account for my personal circumstances".

    Fiona E – Noosaville

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Dobbrick Financial ServicesDan Robertson – DFS Gympie