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
Fees are set upon meeting with clients and determining the scope of advice.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- 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 AvenueWilletton, WA 6155
Opening hours
- 8:00am – 4:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Consultum Financial Advisers Pty Ltd
AFSL 230323