Dobbrick Financial Services | Company Profile - Revenue, Headcount, Tech Stack, Contacts
You work hard and your money should too.
Industry & Market
Funding Information
Headcount Distribution
By Department
Department Breakdown
Keywords & Focus Areas
Overview
You work hard and your money should too. When you choose Dobbrick Financial Services you choose a down to earth team of advisers focused on cutting through the complexity to help you be your financial best.
With a wide range of expertise across superannuation, investment management, wealth preservation, retirement planning, and estate strategies, this Queensland-based firm focuses on delivering holistic, client-focused advice to help individuals and families optimize their financial well-being and legacy.
Key Metrics
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Contact
Technology Stack
Analytics & Tracking
Social & Marketing
Database & Backend
Cloud & Infrastructure
Productivity
How to sell to Dobbrick Financial Services
Buyer Teams to Target
Finance & Investment Advisory
Senior Financial Adviser, Superannuation Specialist, Wealth Manager, Financial Planning Associate, Risk & Insurance Analyst, Estate Planning ConsultantOperations & Compliance
Operations Manager, Compliance Officer, Client Services Coordinator, Practice Manager, Administrative Assistant, Quality Assurance LeadClient Engagement & Marketing
Client Relationship Manager, Marketing Specialist, Digital Communications Coordinator, Community Engagement Lead, Education Program Manager, Business Development ExecutiveTechnology & Systems
IT Administrator, Systems Analyst, Data Protection Officer, CRM Manager, Digital Solutions Specialist, Business Systems SupportWhat they buy
- Financial planning platforms & CRM systems
- Insurance and risk assessment tools
- Investment portfolio management software
- Retention and client engagement solutions
- Regulatory compliance & audit software
- Cloud communication and workflow tools
- Secure document management systems
Signals to watch
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