Steve Dobson

Mal Dobson & Associates

Platinum
23 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:

  • Chair of Greyhounds WA
  • Board Member of Tax Practitioners Board
  • Justice of the Peace

Professional Memberships include;

  • Graduate Member of the Australian Institute of Company Directors.
  • Fellow Chartered Financial Practitioner (FChFP) and AFP member of Financial Advice Association Australia.
  • Specialist Adviser of SMSF Association.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
My fees
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 4.94
  • Number of reviews 12
  • First year providing advice 2001
  • Years of experience 23
  • 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

Meeting methods

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

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323