Financial Adviser
· EASTWOOD, SA
Matthew John Dawson
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001236279
Matthew John Dawson is a financial adviser based in Eastwood, South Australia, with 11 years of experience in the financial services industry. Matthew is currently authorised under Accord Financial Solutions Pty Ltd. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business from Flinders University SA. Matthew is a member of Financial Advice Association of Australia (FAAA), Institute of Public Accountants (IPA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Business
Flinders University SA
2012
Bachelor of Commerce (Finance)
Flinders University SA
2013
Diploma of Financial Planning
Kaplan
2015
Graduate Diploma of Financial Planning
Kaplan Higher Education
2017
Tax for Financial Advising
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
SMSF Specialist Advisor Accreditation (SSA)
SMSF Association