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Adviser Profile

Alexander (Sandy) Dunshea

Fortnum Financial Advisers

Sandy began his career in 1988 with National Mutual (now AXA Financial Planning) progressing to owning his own business in 1997. His experience and compassion enables him to ask the sometimes awkward questions necessary for articulating financial planning outcomes for achieving individual goals and objectives. Sandy does not promote a one-size-fits-all approach, rather his financial advice is tailored specifically and personally.

Specialties

  • Superannuation
  • Retirement Planning
  • Self-Managed Super Funds
  • Non-super Investments
  • Wealth Creation
  • Direct Equities
  • Aged Care Advice
  • Centrelink Advice
  • Personal Insurance
  • Business Insurance
  • Debt Management
  • Estate Planning
  • Overseas Pensions

Indicative fee

Advice is provided on a fee for service basis depending on the complexity of the advice required, with fees starting at $440.00. For advice provided that is related to your Sunsuper account, you may be able to pay via a deduction from your Sunsuper balance.

Address

58 Bultje Street, Dubbo, 2830

Office hours

Monday to Friday: 8.30am - 5pm. Saturday: By appointment only.



Alexander (Sandy) Dunshea is a representative of Fortnum Financial Advisers AFSL No. 357 306 ABN 54 139 889 535 and can be found on ASIC’s Financial Advisers Register. Profiles are provided by National Advice Panel planners. More information about each planner, including services they offer, remuneration, any potential conflicts of interest, and dispute resolution, are set out in their own Financial Services Guide(s). Sunsuper does not receive or pay any referral fees to these planners. The National Advice Panel planners are not employed by Sunsuper, and Sunsuper is not responsible for the advice provided by these planners.