Andrew Dobson

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.

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About Andrew

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 Australian Unity Personal Financial Services 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.

Andrew Dobson of Insight Financial Partners is also an Authorised Representative of Australian Unity Personal Financial Services Limited (ABN 26 098 725 145), AFS Licence no. 234459.

    Explore the ways that Andrew can assist you or get in touch to discuss your needs in more detail.

    Tax Effective Superannuation Strategies

    Retirement Planning

    UK State Pension Strategies

    Estate Planning

    Let’s Work Together

    If you want to take control, it is critical to put a plan into motion. Don’t use guesswork to prepare for something as important as your financial future.

    Can you explain how I can salary package to reduce my tax?

    Yes

    Can you explain how my super fund works and when I get access to it?
    Yes
    I need to know if the insurance I have in my super too much or not enough, can you help?

    Yes

    Are you able to assist me to determine how much savings I will need to retire comfortably?
    Yes
    Can you help me determine if I be eligible for the Age Pension when I retire?
    Yes

    I help my clients live for today with one eye on the future. In this way, I ensure that they can achieve their goals.

    Client Testimonials

    “Andrew Dobson has been our financial adviser for nearly 7 years. We have always found him to be extremely professional, efficient and knowledgeable in the financial advice he has provided to us. He is always readily available for discussion on any points which may arise from time to time. With Insight Financial Partners we have the advantage of always dealing with one of the Principals which gives important continuity of service. We would recommend any prospective clients to consider Insight as their financial advisers.”

    Richard & Annette

    Ardross, WA

    My husband & I have been clients of Insight for about seven years now. In that time Andrew has saved us money and put us on the right track for our retirement. If any problems arise the team at Insight are just a phone call away and are more than able to fix it and put our minds at rest. We are very grateful.”

    Meg & Herb

    Carlisle, WA

    “We consider ourselves very fortunate to have found the team of Andrew and Insight Financial Partners to guide and coordinate our finances through our retirement.  Not only is Andrew very well informed in all aspects of financial planning, he is friendly and caring and nothing is too much trouble for him.  Better still, he is available even when occasionally he takes some well-deserved leave.  We couldn’t be happier with Andrew looking after our finances, and have no hesitation in recommending him to anyone needing financial advice.

    Glyn & Barbara Davies

    Melville, WA

    “We are both very pleased with the service that Andrew Dobson has delivered over the past five years to achieve our goals and objectives, in particular the personal and professional contact he has with us. We appreciate Andrew’s guidance in these difficult times in achieving a financial secure future.”

    Robyn & Ray Lang

    Padbury, WA

    “Very happy with the thorough & professional service provided by the Insight team.  My husband & I became clients 7 years ago & felt immediately at home.  Our financial affairs have been very well looked after, entirely in accordance with our preferred risk strategy & with our particular circumstances always uppermost in mind. 

    Andrew was also very helpful with estate matters following my husband’s death & made a difficult time considerably easier.  Nothing is too much trouble & everything is explained in a way that is easy to understand.  I am entirely comfortable in my dealings with Insight & have peace of mind about my financial security going forward (even more important now I am on my own).  I can thoroughly recommend Andrew to anyone who wants a Financial Adviser who knows his stuff, is easy to deal with & looks after your affairs as if they were his own.

    Chris

    Padbury, WA

    Contact Andrew

    Contact Information

    Level 1, 1109 Hay Street
    WEST PERTH  WA  6005

    PO Box 1595
    WEST PERTH  WA  6872

    +618 6315 2700

    andrew.dobson@insightperth.com

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    Online Bookings Available


    If you would like to book an appointment directly with Andrew Dobson, you can do so using our online booking system.
     

    Financial Advice services are provided by Insight Financial Partners Pty Ltd T/A Insight Wealth Perth as a Corporate Authorised Representative of
    Australian Unity Personal Financial Services Limited (ABN 26 098 725 145), AFS Licence no. 234459.

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