Paul Owen Dobbrick
Financial Adviser in Gympie, Queensland, Australia
Review Paul Owen Dobbrick
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000290486
- Location
- Gympie QLD 4570
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 1 April 2013
- First provided advice
- 2000
- Qualifications
- Advanced Diploma of Financial Planning, Deakin University (2004); ALPA, Kaplan (2009); Cavendish & ICFS specialist SMSF course, University of Adelaide (2013); FPC002B-Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Owen Dobbrick
Paul Owen Dobbrick is a financial adviser in Gympie, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000290486.
Advice is given under the Australian financial services licence of Fortnum Private Wealth Ltd, licence number 357306. That authorisation dates from 1 April 2013.
According to the register, Paul first provided financial advice in 2000. Qualifications and training on file include Advanced Diploma of Financial Planning (Deakin University, 2004), ALPA (Kaplan, 2009) and Cavendish & ICFS specialist SMSF course (University of Adelaide, 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Paul Owen Dobbrick here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Paul Owen Dobbrick a registered financial adviser?
Yes. Paul Owen Dobbrick is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000290486.
Which licensee does Paul Owen Dobbrick work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Paul Owen Dobbrick give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.