Meet David Dobbrick – Financial Planner

Principal Practice Director, Dobbrick Financial Services, Ipswich

Qualifications

Certified Financial Planner (CFP) issued by the Financial Planning Association (FPA).
Graduate Diploma in Financial Planning issued by Deakin University.
Diploma in Life Insurance issued by the Australian and New Zealand Institute of Insurance and Finance (ANZIIF) – formerly The Australian Insurance Institute.

Executive Positions & Professional Memberships

  • Member of Association of Financial Advisers (AFA). Formerly the ‘Life Writers Association’, David has served on the local board as treasurer and secretary.
  • Financial Planning Association (FPA). Member for over 20 years.
    Million Dollar Round Table (MDRT). Member for over 20 years and a life member for 10 years.
  • Australian and New Zealand Institute of Insurance and Finance (ANZIIF). Formerly ‘The Australian Insurance Institute,’ David has been a member for over 30 years.
  • David has served 27 years as a Rotary member where he took on the role of Treasurer 6 times, as well as Secretary for 4 years, and as Director of various Rotary Services for another 8 years.
  • David has been a Justice of the Peace (JP) for over 35 years.

About David

Trust is the guts of what it’s really all about.  If you only have half of the picture, you’re going to stuff it up. You have to know your client.”

When a client comes to David Dobbrick with a problem, he determines to fix it. With nearly 40 years of experience in the Financial Planning industry, he certainly has the tools to do so. His working ethos comes down to communication and problem-solving. He believes in the basics; hard-work, determination, and doing the right thing by his clients to achieve their goals.

In 1979, with a growing family in tow he decided to pursue his own business and founded Dobbrick Financial Services alongside his brother, Ross. Nearly forty years later, their vision has flourished, with family members as Principal Partners and an established and dedicated team of financial planners.

David primarily describes his work as client-oriented, and makes a point of valuing the individuality of claims and financial planning services. He maintains a holistic approach to his business, avoiding a framework method and favouring adaptive methods to individual cases.

His extensive qualifications in Financial Planning and Life Insurance provide him with the skills and experience to create wealth and peace of mind for these clients, an outcome that brings him great satisfaction.

On handling the finances of a terminally ill client on disability pension, David stressed the importance of involving the client while he is physically and mentally able to participate in the decision making process.

“Financial planning is about managing expectations and enabling people to be in control of their assets and their family’s financial safety, especially when the worst happens. This is what is important.”

Homelife & Personal Interests

Family is of greatest importance to David. Together, David and his wife of 42 years, Marilyn have raised three successful children – Grant, Ryan, and Angie – and instilled in them the same values that shaped his own childhood.

David loves to cook, and makes an excellent Mai Tai and loves travelling Australia with Marilyn in their caravan.

David Dobbrick is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers

  • "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 ServicesDavid Dobbrick – DFS Ipswich