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Andrew Dougherty

DFS Wealth Advice (Dougherty Financial Services Pty Ltd)

Silver
18 Yrs Experience
Ballina, NSW 2478

We are an established and diversified Financial Services practice with a focus on - Financial & Investment Advice, Wealth Creation, Super/Retirement Planning, Personal Insurance, Taxation (Super) & Estate advice, and Self Managed Superannuation Funds (SMSF's).

Specialties:

Investment Strategies.

Superannuation

Personal Risk Insurance

Research.

Project Management.

Financial Markets

Dougherty Financial Services Pty Ltd is a Corporate Authorised Representative (#328595) of Interprac Financial Planning Pty Ltd AFSL: 246638.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2007
  • Years of experience 18
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

DFS Wealth Advice (Dougherty Financial Services Pty Ltd)

33 Crane St
Ballina, NSW 2478
Vault, Level 1, 92-98 Harbour Dr
Coffs Harbour, NSW 2450
Level 1, 22 Queen St
Grafton, NSW 2460

Opening hours

  • 8:30am – 5:00pm Monday – Saturday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638