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Hamish Dunbar

Hamish Dunbar

Financial Adviser

Morgans / Morgans Financial Limited
West End, QLD 4101

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About

Hamish Dunbar is an ASIC-registered financial adviser dedicated to helping clients in West End, QLD, and across Australia achieve their financial goals. With a Bachelor of Commerce from Griffith University (1997) and a Graduate Diploma in Financial Planning from FINSIA (2007), Hamish combines a strong academic foundation with extensive industry experience. He further holds specialist accreditations as an SMSF Specialist Adviser with the SMSF Association (2013) and as an Accredited Aged Care Professional with Aged Care Steps (2019). Hamish has also completed Ethics and Professional Relationships training with QUT (2020), reinforcing his commitment to ethical and client-focused advice. A proud member of the SMSF Association, Hamish is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, securities, and government debt securities. Hamish can assist you with: • Superannuation advice and strategies • Comprehensive insurance solutions • Strategic wealth management planning • Investment advice and portfolio construction • SMSF establishment and management • Aged care financial planning Whether you're planning for retirement, seeking to grow your wealth, or require expert guidance on navigating the complexities of superannuation or aged care, Hamish is here to help. Contact Hamish today to arrange a consultation and take control of your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Government Debt Securities Superannuation advice Retirement planning Wealth management SMSF advice Aged care financial planning Insurance solutions Investment strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000295407

Verify on MoneySmart Register

Frequently Asked Questions

What services does Hamish Dunbar provide as a financial advisor?

Hamish Dunbar specialises in superannuation advice, insurance solutions, wealth management planning, investment advice, SMSF establishment and management, and aged care financial planning. He can help you with various financial goals, from retirement planning to wealth accumulation.

What qualifications and experience does Hamish Dunbar have?

Hamish holds a Bachelor of Commerce from Griffith University and a Graduate Diploma in Financial Planning from FINSIA. He is also an SMSF Specialist Adviser with the SMSF Association and an Accredited Aged Care Professional with Aged Care Steps. He continually updates his knowledge with ongoing professional development.

How does the financial planning process work with Hamish?

The financial planning process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Hamish then develops a tailored financial plan, implements the strategies, and regularly reviews your progress to ensure you stay on track.

What should I expect from my first meeting with Hamish Dunbar?

During your first meeting, Hamish will discuss your financial goals, current situation, and any concerns you may have. This is an opportunity for you to ask questions and for Hamish to understand your needs so he can develop a suitable financial strategy for you.

Can Hamish Dunbar help me with my Self-Managed Super Fund (SMSF)?

Yes, Hamish is an SMSF Specialist Adviser accredited by the SMSF Association. He can assist with the establishment, management, and compliance of your SMSF to ensure it aligns with your retirement goals.

Get in Touch

Contact Hamish directly for personalised advice.

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