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.
Tax Effective Superannuation Strategies
UK State Pension Strategies
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?
Can you explain how my super fund works and when I get access to it?
I need to know if the insurance I have in my super too much or not enough, can you help?
Are you able to assist me to determine how much savings I will need to retire comfortably?
Can you help me determine if I be eligible for the Age Pension when I retire?
I help my clients live for today with one eye on the future. In this way, I ensure that they can achieve their goals.
Level 1, 1109 Hay Street
WEST PERTH WA 6005
PO Box 1595
WEST PERTH WA 6872
+618 6315 2700
Online Bookings Available
If you would like to book an appointment directly with Andrew Dobson, you can do so using our online booking system.