Ryan is a highly qualified and committed adviser who truly cares about his clients. He gets great satisfaction from seeing them achieve peace of mind from good financial planning.

His particular areas of expertise include self-managed super funds, business succession planning and personal insurances.

Ryan’s depth of experience ensures he can deliver a broad range of solutions to help clients achieve their goals. Specifically, his background in chartered accountancy means that he is experienced in individual tax considerations, as well as business financial statements and structures.

His work is about creating security and investing in the future for both businesses and individuals. Securing his client’s future when the unthinkable happens is very important to Ryan. Having your financial affairs in order when life throws a curve ball can considerably ease some of the stress.

Ryan’s lifelong passion outside of the workplace is music. He is a talented songwriter/producer, receiving numerous awards for his releases. Ryan also loves spending time with his wife Shan and three children Eddie, Polly and Otis.

Ryan is a qualified Chartered Accountant. He also holds a Bachelor of Commerce, a Bachelor of Computer Science and an Advanced Diploma of Financial Services. Ryan holds additional accreditations in Aged Care, SMSF and Direct Securities.

MEGAN neale

Megan is a big believer in education and helping her clients to feel empowered around money. She likes to keep things simple and real and understands that money matters can be daunting. She holds an open and comfortable space for her clients to talk through their circumstances.

Megan gets great satisfaction in setting goals with her clients and creating long term strategies that will build wealth and really make a difference. She sees herself as more than an adviser and works with her clients as an advocate, cheerleader, and coach.

Megan enjoys a full life and spending time with her young family. In her spare time, you can find her cruising around on country roads on her motorbike with her husband!

She has been in the industry since 2008 and has a Graduate Diploma in Financial Planning. She holds additional accreditations in Aged Care, SMSF and Direct Securities. Megan is currently completing her Masters in Financial Planning.

DAVID SOUTHWOOD

David is an experienced adviser who puts his clients at ease whilst helping them achieve their goals. He enjoys nothing more than being able to work together with them helping them to live their best life.

He began his career at one of the Big 4 banks and qualified as a certified financial adviser in this time. His track record in providing complex advice across different structures such as self-managed super funds, trusts, individuals and couples as well as simple-one off strategies make him the ideal fit for Dobbrick Financial Services.

David also has a background working for large industry funds and previously established a successful financial planning business from start-up phase. He has applied for and set up an Australian Financial Services (AFS) license and has been a responsible manager for multiple AFS licensees.

Outside of work David enjoys spending time with family and friends. He loves cooking up a storm, often producing up to three courses for twelve. He also enjoys the creative side of making things out of wood - anything from small household items to pieces of furniture.