Financial Adviser
· MAITLAND, NSW
Annie Mcneil Dawson
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235730
Annie Mcneil Dawson is a financial adviser based in Maitland, New South Wales, with 11 years of experience in the financial services industry. Annie is currently authorised under Heffron Consulting Pty Ltd. Annie holds authorisations to advise on superannuation and securities, as well as tax financial advice services (TFAS). Their qualifications include a CFP Certification Program from Financial Planning Association of Australia. Annie is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Securities
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Commerce
University of Queensland
2015
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
CFP Certification Program
Financial Planning Association of Australia
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register