About Unique Financial Partnerships
Our business commenced in January 1987 as a boutique financial planning firm to provide sound advice to private clients. We recognised a need to provide advice based service to middle income earners who were generally being ignored by most product focused advisers.
There was then and still is a pre-conception that middle income earners be they employees, small business owners or professionals are not in a position to undertake any immediate financial planning and investing due to family, debt, business or career commitments.
In May 2007 we chose to be licensed under one of Australia's foremost Financial Planning groups, Futuro Financial Services Pty Ltd. We wanted to team up with an independently owned Licensee whose strength and commitment lay in a firm belief that our clients are the most important people in the world to us.
With a firm commitment to professionalism Futuro Financial Services Pty Ltd are Principal Members of the Financial Planning Association of Australia so therefore fully commit the FPA’s Code of Ethics.
Currently there are more than 25,000 financial planners operating within Australia but less than 20% are licensed to an independently owned Licensee. Most are employed by very large financial institutions that are mostly concerned with selling their own products.
We take a comprehensive approach to your immediate and future financial planning needs. So we are committed to working within an environment of mutual trust and understanding along with full client commitment and participation.
Consequently we do not accept just anyone as a client. Our depth of experience has shown us that without these qualities the development of a Unique Financial Partnership will be fruitless for both parties.
Bob Dawson is an experienced Certified Financial Planner™ and Specialist Self Managed Superannuation Fund Adviser. His depth of experience spans 20 years of continuing professional education and training and has experienced all market cycles.
Prior to becoming a financial planner Bob had been self employed since the age of 25. His breath of practical hands on experience provides a more in depth, personalised and practical understanding of the real world as it affects you personally everyday.
Through our association with Futuro we are capable of drawing on the collective expertise and wisdom necessary to provide specialised strategic advice.
We also have a network of other professional advisers such as accountants, lawyers and business coaches along with others who can collectively ensure a cohesive strategy formulated just for you.