About us
Independent. Family owned. Still here.
Dunross Financial Planning Pty Ltd is an independent family owned financial planning business that, for the last four decades, has provided clients with tailored financial solutions. We can assist you with estate planning, wealth creation, insurance, superannuation strategies and investment advice.
The business's founder is Alan Skerritt, who has a long history in superannuation, life insurance and financial planning, and is a well respected financial planner.
- 1977
- Established
- 40+
- Years advising Australians
- $80k–$5m+
- Client fund balances
- 237 496
- Australian Financial Services Licence
Four decades, one philosophy
Advice should be understandable, structural, and built to survive market cycles and legislative change.
- 1977
The practice begins
The business is established, built on a long history in superannuation and life insurance.
- 1986
Licensed as Dunross
Dunross Financial Planning Pty Ltd (Australian Financial Services Licence No. 237496) is established, offering clients advice on retirement strategies, insurance and investments.
- Today
SMSF specialists, nationally
A Brisbane based operation with clients throughout Australia, holding portfolios from around $80,000 to balances in excess of $5 million.
Who we look after
Although we are a Brisbane based operation, we have clients throughout Australia. Our clients hold a variety of investment portfolios — many hold portfolios of direct shares, whilst others hold commercial property, rental properties and managed funds. Their fund values range from about $80,000 to balances in excess of $5 million.
SMSF trustees
Pre-retirees & retirees
Business owners & families
- • A well respected financial planner
- • Giving our clients peace of mind
- • Independent, family owned
- • Clients right across Australia
- • A long history in superannuation
Come and have a conversation
No jargon, no obligation — just a clear view of where you stand.
Contact the team