DP Wealth Advisory is a leading financial planning firm in Toowoomba, Australia, dedicated to providing tailored wealth creation strategies, asset protection, risk management, retirement planning, effective tax structures, and simplified aged care advice. With a team boasting over 80 years of combined financial planning experience, DP Wealth Advisory focuses on understanding each client’s unique financial needs and aspirations to build profitable investment portfolios. Their commitment to utilizing tools like managed accounts and Exchange Traded Funds (ETFs) sets them apart in delivering superior advice and service to their clients.
Established in 1987 as a branch office of Nevitts Ltd., DP Wealth Advisory has a rich history of evolution and growth. Founded by John Dornbusch and later acquired by Macquarie Bank, the business transitioned to its current form under the sole ownership of Director Andrew Wielandt in 2019. Renamed DP Wealth Advisory in 2020, the firm’s deep-rooted understanding of passive, low-cost investment tools like ETFs has been instrumental in delivering enhanced returns with reduced risks for clients. Committed to professional development and ethical practices, the team at DP Wealth Advisory ensures industry-best advice and service to their clientele.
DP Wealth Advisory’s philosophy revolves around building strong client relationships based on trust, expertise, and personalized financial planning. Actively engaged in the Toowoomba community through various cultural and charitable initiatives, the firm demonstrates a commitment to giving back and supporting local causes. With a focus on media visibility and regular contributions to financial discussions, DP Wealth Advisory remains a prominent figure in the Australian financial landscape, offering bespoke investment strategies and goals-based advice to help clients achieve their financial objectives.