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FISHER
DUGMORE

FINANCIAL

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HISTORY




THE CULMINATION OF
OVER A DECADE OF COLLABORATION



Fisher Dugmore Financial is the product of a merger between Andrew Dugmore and
Associates and DFB Financial Advisory Services. The two companies have been in
partnership for over a decade, building on the same unique financial planning
philosophy.

The merger is the culmination of this partnership and means we can offer our
clients a greater depth of service and expertise. With over 80 years of
cumulative financial planning experience and our greater bargaining power, we
have the ability to reduce fees to further maximise our clients’ investment
growth.

Our Financial Planners all hold CFP® certifications, which ensures that they
have met stringent qualification and competency requirements and also abide by
unequivocal ethical standards.

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BEFORE WE BECAME FISHER DUGMORE
WE HAD JOURNEYS OF OUR OWN.



Andrew Dugmore & Associates became independent in 1988 when Andrew Dugmore
started out as an Independent Financial Advisor. The FAIS (Financial Advisory
and Intermediary Services) Act 37 of 2002 was brought into being by the
Financial Services Board with the purpose of regulating the Industry, for the
protection of consumers. Andrew Dugmore & Associates was the first company
registered with the FSB under license number 0001.

DFB Financial Advisory Services was established by Dave Fisher in 1992, out of
his belief in the value of independent financial advice. In keeping with
international trends, they evolved from being insurance brokers in 1992, to
becoming Financial Planners. From there they grew into a dynamic team of 20
people.

Fisher Dugmore Financial and its subsidiaries are accredited with the following
Regulatory Bodies and Organisations:

 * The Financial Intermediary Association (FIA)
 * The Financial Planning Institute (FPI)
 * The Association of Professional Financial Planners
 * The Council of Medical Schemes (CMS)
 * Financial Services Board (FSB)

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