Meet Paul Dobbrick – Financial Planner

Principal Practice Director, Dobbrick Financial Services, Gympie

Qualifications

Diploma of Financial Planning issued by Deakin University
CFP 1-4
Cavendish Specialist Self-Managed Super Fund Accreditation
ALPA Adviser (ASX listed product accreditation)

Paul Dobbrick

Professional Memberships

Member of Financial Planning Association

About Paul

“Clients give us the honour of looking after their financial lives. It is up to us to match that trust and produce a good outcome.”

Paul Dobbrick – the Principal Practice owner of Dobbrick Financial Services Gympie – charges a supportive team of exemplary planners and administrative staff. He has had extensive experience in the financial planning industry in the areas of personal investment planning, self-managed superannuation, direct equities, gearing, personal risk management and retirement planning.

Over a dedicated twenty years of advising, Paul has come to consider financial planning as a career that really looks after people. He is proud of his work as a thorough adviser, dedicated to finding solutions and assisting others to achieve their goals.

Paul’s greatest satisfaction comes from seeing what a phenomenal impact his advice can have on a person’s life.

In handling the financial future of a client moving into retirement he notes not only the changing financial landscape ahead of them but also the psychological shift involved. Retiring is an unknown process for anyone and can be quite stressful. Paul believes that taking care of finances for these clients goes a long way to ensuring a smooth and easy transition from working life to retirement.

Paul is forward thinking and holistic in his practice. He works not only as an adviser, but also as Director of Business, a large role that sees him actively involved in the day to day running of the business.

He believes that business is structured on clients, something he takes very seriously. He is always willing to give advice to the people who not only listen but who take it on board and act upon it.

“If we can take one worry off the table, that is achieving something great for the client during what can be, a very confusing and difficult period of adjustment.”

Homelife & Personal Interests

Paul is people oriented and enjoys finding solutions. He loves his job because he is compassionate and understands his clients, which drives him to deliver good outcomes. He enjoys the variety of the role and describes the job as one that allows personalised service and a full appreciation of other people’s lives.

Outside of the workplace, Paul is a dedicated family man with a creative flair. Not to boast, Paul’s eye for art extends to his love of woodwork and film making. His favourite past-time is spending time with his daughters, Indie, Charlotte and Saskia and his wife Fiona. Together they enjoy spending time at the beach.

He is also a sportsman with a passion for cycling that has led him to compete in several triathlons, including the Mooloolaba and Noosa Tri’s, Fortnum foundation fundraising rides from Bundaberg to Brisbane raising much needed funds for child burns victims at the Lady Cilento hospital.

Paul 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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Rochelle StonePaul Dobbrick – DFS Gympie