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

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Rochelle StonePaul Dobbrick – DFS Gympie