Hamish Dunbar
BCom GradDipFP
Branch Manager - Financial Adviser
I bring knowledge and experience to the client-adviser relationship to help you reach your financial goals through the various stages of life and the ever changing legal and investment landscape.
Hamish has been working in financial services for over 20 years. Hamish has completed a Bachelor of Commerce and a Graduate Diploma in Financial Planning. His experience includes working in large corporations and small business in Australia and overseas.
Investment Style
Hamish will recommend a suitable strategy and structure to hold your funds, ranging from Self Managed Super Funds to Family Trusts. Investment portfolios are then tailored to meet client needs and objectives. Hamish constructs portfolios from a wide range of investments including direct shares, exchange traded funds, direct bonds, and high yield cash and term deposits.
Services and Specialties
Aged Care
Financial Planning
Fixed Interest and Cash Management
Retirement and Estate Planning
Self-Managed Super Funds
Superannuation Advice
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
SMSF Specialist Adviser™
Accredited Aged Care Professional™
Ethics and Professional Relationships
Graduate Diploma in Financial Planning
Bachelor of Commerce (Economics)
Associations
SMSF Association of Australia - SMSF Specialist Adviser
Competencies
Life Insurance
Generic
Securities
Managed Investments
Superannuation
Financial Planning
I am employed by MHP Capital Pty Ltd which operates the business of Morgans Financial Limited - West End. As a shareholder of MHP Capital Pty Ltd, I may be entitled to a share of profits.
I am a shareholder of MHP Capital Pty Ltd which operates the business of Morgans Financial Limited - Holland Park. As a shareholder of MHP Capital Pty Ltd, I will be entitled to a share of profits.
