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 Gaming and Wagering Commission.
  • Board Member of Tax Practitioners Board
  • 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 4.95
  • Number of reviews 11
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Master of Business Administration
  • 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