ABOUT US
Intelligent Advice
Welcome
Dolfinwise is a Brisbane based firm that provides financial advice, retirement planning, superannuation and investment advice to select clients.
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.
All of our financial planners are degree qualified and have ongoing commitments to grow their professional skills and knowledge. 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 criteria, and employ a high proportion of CERTIFIED FINANCIAL PLANNER® professionals – the most qualified financial planners in the world.
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Dolfinwise is an authorised representative of Paragem Pty Ltd (AFSL no.297276).