Steve Dobson

Mal Dobson & Associates

Platinum
21 Yrs Experience
Willetton, WA 6155
Steve is an Authorised Representative of Consultum Financial Advisers Pty Ltd, commencing with the practice in 1999. Steve holds a Master of Business Administration (MBA), Bachelor of Business (Financial Planning), Advanced Diploma of Public Safety (Police Investigation) and an Advanced Diploma of Financial Services (Financial Planning). Concurrent to the early development of Steve’s career as a financial planner, he was a WA Police Officer in uniform and detective positions. This public sector background benefits many of our government employee clients, with understanding of government process, systems and superannuation schemes, such as GESB. Steve was a national finalist in the 2016 Association of Financial Advisers Excellence in Education Award. This award recognises commitment to professional education and the important role it plays in providing quality advice to the community. Steve is an active participant in community organisations, including: * Board Member of WA government statutory authority, Small Business Development Corporation (SBDC) * Coach and committee member at Bullcreek Leeming Junior Football Club. * Justice of the Peace Professional Memberships include; * Graduate Member of Australian Institute of Company Directors. * Associate member of Financial Planning Association. * Specialist Adviser of SMSF Association. * Fellow Chartered Financial Practitioner (FChFP) member of the Association of Financial Advisers.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fees are set upon meeting with clients and determining the scope of advice.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 11
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Mal Dobson & Associates

Unit 3, 7 Woodpecker Avenue
Willetton, WA 6155

Opening hours

  • 8:00am – 4:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.90
11 Reviews
5
4
3
2
1
4.90
Clear communication
5.00
Knowledge & expertise
4.75
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 11

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4.75

"Steven delivers clear and easily understandable advice regarding my Superannuation and Insurance products to ensure I am getting the best outcome for my current requirements."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve has assisted my wife and I for many years to manage our super, establish income protection, trauma and life insurance policies. More recently Steve has assisted us to find the best options to establish tax effective investment funds for our daughters and a managed fund to assist us achieve our savings goals. Thanks Steve."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great Service, Honest and Transparent"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve came to visit my partner and I at our home to discuss various financial services including income protection and superannuation. He was excellent to deal with and we never felt pressured into selecting any of the products. I will definitely recommend Steve to my friends and family."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"No Comment"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve's knowledge and experience is outstanding and his customer service and follow up and management of my account is very much appreciated."

  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve and the team at Dobson and Associates are very thorough in their review of my portfolio. When we conduct reviews he brings a good broad knowledge of macro-economic factors that could affect my portfolio and advises on measures that are being taken."

  • Superannuation
  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Steve's advice and guidance for my superannuation and insurance has been valuable. I have recommended his services to a number of my friends and colleagues, and will continue to do so."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve responds very quickly to enquiries, he always explains things very clearly and he is extremely knowledgable. We have complete confidence in his work and we have recommended him to both family and friends and we will continue to do so."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"consistently gives sound accurate advise, always available to answer questions and has extensive knowledge of the financial sector and current trends. I'm confident that my family's financial security is safe in his capable hands"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certificate 4

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2004

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2009

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2004

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Association of Financial Advisers (AFA)
Completed
2015

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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