Andrew commenced his career in financial planning in 2004 after completing a Bachelor of Commerce degree at Curtin University, majoring in accounting and financial planning. After initially taking up a position offered by one of his university tutors, Andrew went on to set up his own financial planning practice which specialised in providing comprehensive financial planning services tailored to each client’s particular circumstances.
Andrew subsequently merged his practice with Insight Financial Partners having grown his business to a level where more resources were required.
Andrew takes great pride in providing high-quality strategic advice to his clients while taking the time to really get to know them and their objectives. He delights in seeing the advice he provides through an ongoing trusted relationship make a real difference and enabling his clients to achieve both the financial and non-financial outcomes they desire.
He offers a highly proactive service and is a firm believer in doing as much of the legwork for clients as possible. While the strategies employed may sometimes seem complex, his aim is to make your financial life as effortless as possible. He also works closely with your existing professional advisers to ensure you have a coordinated and comprehensive plan.
In addition to his Bachelor of Commerce, Andrew also holds a Bachelor of Arts degree and is a member of the Financial Planning Association and the SMSF Professionals’ Association of Australia. He is a Certified Financial Planner™ and an SMSF Specialist Advisor™.
As an Authorised Representative of Count Financial Limited, he can provide assistance with salary packaging, superannuation including self-managed super funds, investments, estate planning, personal risk insurance, cash flow and debt management, retirement planning, Centrelink entitlements and aged care. Andrew is always happy to have an initial obligation free meeting to see where there may be opportunities to assist you and your family on your journey to financial independence.
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Andrew Dobson of Insight Financial Partners is an Authorised Representative of Count Financial Limited. Insight Financial Partners Pty Ltd trading as Insight Financial Partners, ABN 73 101 279 663, is an Authorised Representative of Count Financial Limited.