Doug is the managing director and senior adviser at Assurity Financial Planning. With over 15 years experience as an adviser, Doug has enjoyed helping clients navigate the complex and ever changing financial landscape to enure that their financial house remains in order and aligned with their needs.
Doug's strong technical knowledge is coupled with an ability to communicate clearly and simplify complex details around superannuation, investing and taxation to ensure that his clients have a shared understanding of the strategies that are recommended to them and why they are beneficial.
Outside of work, Doug is an avid sports fan of everything from ice hockey (of course, being Canadian) to AFL and enjoys spending time with his family enjoying the outdoors and fishing.
We work on a 'fee for service' basis and can quote a dollar amount for personal advice based on the scope, complexity and time required to prepare the advice based on your situation and needs.
Heading into retirement I needed to be confident in my approach with my future financial needs. After being recommended to Doug at Assurity Financial Planning, I was not disappointed. Doug explained everything clearly and methodically in a language that was easy to understand. The field of financial planning is a minefield of legislative changes constantly that the average person cannot keep up with and it was refreshing to experience a financial adviser who had a depth of knowledge. Doug and his happy team gave me the confidence to proceed with recommendations and would highly recommend his services. His staff are awesome, professional, ethical and you can tell by their approach they care about your needs which holds my trust and respect. I am more than happy to continue advising my friends of Doug and his services whenever possible.
- Adviser status Bronze
- Number of reviews 1
- First year providing advice 2006
- Years of experience 17
- Advanced Diploma of Financial Services (Financial Planning)
Assurity Financial PlanningSuite 2B, 9 Harris Road
Busselton, WA 6280
- 9:00am – 4:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
Mont Partners Pty Ltd