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Industry specialists John Gouldson CFP, Michael Doherty, Dan Marks and Bob Kratzmann pride themselves in assisting clients build, manage and maintain financial well-being.
John Gouldson is a CFP (Certified Financial Planner) with the Financial Planning Association of Australia – the peak professional organisation representing Australia’s financial planning sector.
He and firm partner Andrew Wielandt lead a team of accredited personnel diligently consulting with clients and planning their wealth management right across Australia.
The team provides guidance through expertise for clients in the areas of:
- Retirement and Estate Planning
- Superannuation Investment Strategies
- Managed Funds Advice
- Full Service Share Advice
As well as offering a full suite of services in-house, the team constantly strives to identify opportunities and follow trends with the view of gaining the best possible outcome for each client.
Bound by the ethics of the industry and that of the firm - Committed to You - Our best Investment - the team regularly undertakes professional development to ensure industry best advice and professionalism.
Dornbusch Partners utilises various mediums to keep in touch with clients and deliver the best services via face-to-face consultation, phone, email, newsletter, internet updates and Skype meetings.
John Dornbusch, John Gouldson, Andrew Wielandt, Michael Doherty and Dan Marks are authorised by Dornbusch Partners Pty Ltd to provide financial product advice and deal in a financial product, to retail and wholesale clients in relation to the following financial products:
- Securities (stocks and shares)
- Margin Lending
- Deposit and payment products
- Debentures, stocks or bonds issued or proposed to be issued by a government
- Interests in managed investment schemes including investor directed portfolio services (managed funds, retail and wholesale or via wrap and master trust accounts)
- Retirement savings accounts (RSA) products
- Superannuation
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