Financial Adviser
· WARRNAMBOOL, VIC
Michael Simon Patrick Dawson
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000232193
Michael Simon Patrick Dawson is a financial adviser based in Warrnambool, Victoria, with 31 years of experience in the financial services industry. Michael is currently authorised under Fortnum Private Wealth Ltd. Michael 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 Certified Financial Planner from Financial Advice Association Australia. Michael is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Business
Deakin University
1996
Certified Financial Planner
Financial Advice Association Australia
1998
Diploma of Financial Planning
Deakin University
2003
Graduate Diploma of Applied Finance
Securities Institute of Australia
2010
Margin Lending and Geared Investments
Kaplan Professional
2021
FPC002B
Bridging Course - Ethics - Kaplan Higher Education