Welcome

About Dolfinwise

Dolfinwise is a Brisbane based firm that provides financial advice, retirement planning, superannuation and investment advice to select clients. Dolfinwise prides itself on avoiding conflicts of interest and is an authorised representative of Paragem Pty Ltd (AFSL no.297276).

Our Mission

Our mission is to make a difference in the lives of our clients through the highest standards of both financial advice and service.  Acting with integrity, we will challenge those who commit to working with us to achieve their aspirations, while assisting them to navigate both life’s adversities and opportunities. Jason Bragger & Howard Querido, Principals

FPA Professional Practice

Dolfinwise is a proud FPA Professional Practice. As an approved FPA Professional Practice, we comply with the highest ethical and professional standards set by the Financial Planning Association of Australia (FPA). We have met their rigorous eligibility and ongoing commitment criteria, and employ a high proportion of CERTIFIED FINANCIAL PLANNER® professionals – the most qualified financial planners in the world.’

DolFinwise TeamGroup - web largeDolfinwise Team

 

 

 

 

 

 

 

 

 


Personal Insurance

Many Australians do not have sufficient insurance cover in place. Personal insurance such as life, total and permanent disability, trauma and income protection can provide a lump sum benefit or regular income stream to financially support a person and their family should the unexpected occur.

Setting Up A Self Managed Super Fund

This guide outlines the steps to setting up a Self Managed Super Fund and provides a simple explanation of the rules and regulations that apply to SMSFs and their trustees.


Retirement Income Streams

There are several types of income streams available to retirees, each offering potential advantages and disadvantages.

Estate Planning

A balanced Estate Plan is not limited to the preparation of a Will, but can include preparing Powers of Attorney, Binding Nominations or reversionary nominations for Superannuation along with insurance planning, consideration of Testamentary Trusts, Succession planning for businesses as well as dealing with entities such as Trusts and Companies.


Contact Us

p. +61 7 3832 5777
f. +61 7 3832 5778
e. admin@dolfinwise.com.au

The Right Start
Bronnie Abraham recently featured in the Financial Planning Magazine as the latest winner of the Gwen Fletcher Memorial Award for being the highest achiever in the CFP Certification Unit.
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Bronnie Abraham wins Gwen Fletcher Memorial Award
Dolfinwise financial planner Bronnie Abraham is the winner of the latest FPA Gwen Fletcher Memorial Award
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Planning on Investing? Have you considered a Super option?
Dolfinwise adviser Jason Bragger has been selected as the Superannuation Expert in the Financial Planning Association's "Financial Planning Week". Read Jason's Super & Investment Blog here.
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Dolfinwise announce merger
Dolfinwise is proud to announce the merge of Cameron Renshaw & Associates with Dolfinwise commencing 1st June 2013. Financial adviser Howard Querido will join the merged firm
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