Dunsford Financial

What Dunsford Financial does

Dunsford Financial Planning Pty Ltd, trading as Dunsford Financial, is an Australian financial advisory firm founded in 1982 by Mark Dunsford, who continues to serve as CEO and Founder. The firm operates as an authorised representative of Synchron Advice Pty Ltd (AFSL 243313) under a regulatory partnership that licenses its advisory activity, and is headquartered at 41 Lathams Road, Carrum Downs, Victoria. Its client base spans 'hundreds of individuals and businesses Australia-wide,' with services delivered through a structured four-step process (Start, Strategy, Implement, Review) rather than via a proprietary technology platform.

The firm's service catalogue is organised into three pillars: Plan for Your Future (financial advice, retirement planning, self-managed superannuation, aged care), Protect Your Family (insurance including life, TPD, trauma, and income protection, plus wills and estate planning), and Look After Your Business (business insurance, key person cover, succession planning). Distribution is sales-led and direct, conducted primarily through scheduled appointments at the Carrum Downs office and via remote advisory delivery across Australia. Marketing combines an editorial content platform branded 'Foresight,' an email newsletter, organic social channels (LinkedIn, Facebook, YouTube), and long-running sponsorships of Frankston-region sporting organisations that reinforce local brand presence.

The business model is professional services revenue from advisory fees and insurance commissions, with no publicly disclosed pricing and no digital self-serve product offering. There is no mobile app, no API, no disclosed AI or automation capabilities, and no external funding — the firm is privately held, founder-controlled, and bootstrapped. Customer concentration risk is moderate, anchored by one named enterprise relationship with Maddocks Law Firm alongside a long-tail of individual and small-business clients. The firm presents as a stable, regionally-rooted boutique advisory practice rather than a scaled or technology-led financial services business.

Name

Dunsford Financial

Legal name

Dunsford Financial Planning Pty Ltd

Website

https://dunsfordfp.com.au

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

11–50 employees

Short description

Dunsford Financial Planning Pty Ltd is an Australian financial advisory firm founded in 1982, headquartered in Carrum Downs, Victoria, and operating as an authorised representative of Synchron Advice Pty Ltd. It delivers goal-based financial advice, insurance, retirement, SMSF, estate, and aged care planning to hundreds of individuals and businesses across Australia.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Financial advisory services
• Retirement planning
• Estate planning
• Self-managed superannuation
• Insurance advice

Headquarters

HQ city

Carrum Downs

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Advisory Services: Revenue generated through financial advisory fees for services including financial planning, retirement planning, insurance, estate planning, SMSF advice, and aged care planning. The firm operates as an authorised representative of Synchron Advice Pty Ltd.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Dunsford Financial is an adviser-owned financial planning firm that delivers goal-based financial advice to individuals, families, and businesses across Australia. Core offerings include financial advice, insurance (life, TPD, trauma, income protection), retirement planning, wills and estate planning, self-managed superannuation (SMSF) setup and administration, and aged care planning. The firm operates as an authorised representative of Synchron Advice Pty Ltd under AFSL 243313.

Product overview

Dunsford Financial is an adviser-owned financial planning firm offering a comprehensive suite of financial services. The core offerings include Financial Advice, Insurance, Retirement Planning, Wills and Estate Planning, Self-managed Superannuation (SMSF), Aged Care Planning, and business-focused services. These services are organized into three main categories: Plan for Your Future (financial advice, retirement planning, SMSF, aged care), Protect Your Family (insurance, wills and estate planning), and Look After Your Business. The firm leverages over 43 years of expertise to provide tailored financial solutions for individuals and businesses Australia-wide.

Differentiator

Problem solved

Functional benefit

Brands

• Foresight: The company's financial insights and educational content platform featuring articles on topics including Federal Budget analysis, retirement planning, superannuation, insurance, and wealth management.

Products and services

• Financial Advice Goal-based financial planning services to help individuals and businesses achieve their financial objectives through tailored strategies developed and implemented by an adviser.
• Insurance Range of personal and business insurance products including life insurance, total and permanent disability (TPD) cover, trauma insurance, and income protection to safeguard families and assets against illness, injury, or death.
• Retirement Planning Comprehensive retirement planning services covering superannuation management, retirement income strategies, and transition to retirement planning for individuals preparing to retire.
• Wills and Estate Planning Estate planning services including will preparation, testamentary trusts, and power of attorney arrangements to ensure wealth is transferred according to client wishes.
• Self-managed Superannuation (SMSF) Self-managed superannuation fund setup and administration, offering clients greater control over their retirement savings and investment decisions.
• Aged Care Planning Specialized guidance on aged care funding options, residential care decisions, Support at Home program navigation, and Centrelink/Department of Veterans' Affairs regulation navigation.
• Look After Your Business Business-focused financial services including business insurance, key person cover, and succession planning tailored to small and medium business owners.

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Synchron Advice Pty LtdcoreStrategic or Co-development PartnerDunsford Financial Planning Pty Ltd trading as Dunsford Financial Planning is an authorised representative of Synchron Advice Pty Ltd (ABN 33 007 207 650), AFSL 243313. This is a core regulatory partnership enabling the firm to provide financial advice services.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Shadforth Financial Group: Australia-based, adviser-aligned wealth advisory firm offering financial planning, retirement, superannuation and insurance services to individuals and business owners — directly comparable to Dunsford's planning-led, holistic advisory model.
• Fitzpatricks Private Wealth: Boutique Australian private wealth advisory providing financial planning, investment advice and SMSF services to individuals, families and business owners — closely comparable in scale, customer mix and service breadth.
• Morgans Financial: Australian full-service wealth advisory offering financial planning, investment advice, superannuation and retirement planning to retail and HNW clients — directly comparable in holistic personal financial advice model.
• Ord Minnett: Australian private wealth advisory offering financial planning, portfolio management and superannuation advice to individuals and families — comparable target market and fee-based advisory structure.
• Count Financial: Australian financial advice network operating via authorised representatives under Count's AFSL — same authorised-representative licensee model as Dunsford uses with Synchron, serving similar individuals and SMEs.

Broad incumbents

• Insignia Financial: Major Australian wealth manager (formerly IOOF) offering financial advice, superannuation and platforms — competes with Dunsford for individual and business-owner clients through its own advice networks.
• AMP Limited: Australia's largest retail wealth platform providing financial advice, superannuation, banking and investments — overlapping with Dunsford across nearly every service but at vastly greater scale and distribution.
• Australian Unity Wealth: Australian mutual providing financial advice, superannuation and retirement solutions to individuals — overlapping with Dunsford across retirement, aged care and estate planning but with broader distribution.

Emerging players

• Netwealth: Australian wealth-management platform offering managed accounts, superannuation and advice technology — an emerging player competing with traditional advice firms via scalable, technology-enabled investment solutions.
• HUB24: Technology-led wealth platform providing advisers with portfolio management, SMSF and investment infrastructure — an emerging competitive threat to boutique advice firms by enabling digital, lower-cost advice delivery.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCqRuJgKc3iEILaGzjXXPiZQ
• Facebookfacebook.com/dunsfordfinancialplanning
• LinkedInlinkedin.com/company/dunsford-financial-planning

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dunsford Financial