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. We’re proud to help shape and improve the quality of life for those who seek financial planning advice.

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.’

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