Matthew Dawson
Accord Financial Strategies
EXPERIENCE
I joined Accord Financial Strategies in 2012 after completing Bachelor’s Degrees in Business and Commerce at Flinders University. Before financial planning, my working life spanned across Retail (post office), Wine (Cellar Hand) and Tiling back in my hometown of Mildura.
I have experience providing advice in various areas spanning Superannuation (Account based and Defined Benefit), Taxation, Investments, Personal Insurance, Social Security (Centrelink) and Workplace compensation. SA Ambulance Service Schemes and Aged Care are two particularly niche other areas of finance I have experience providing advice.
I enjoy educating people in all areas of finance and was fortunate enough to be invited to lecture and coordinate the only Financial Planning topic offered by Flinders University back in July 2015.
The growth of my client base has primarily been by word of mouth which evidences the strong personal relationships that tend to form during the financial planning process and the value delivered.
Expertise
My fees
Provide clients with option to choose from a hybrid fee structure of fixed quarterly payments and ongoing asset based fee of up to 0.66%
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 8
- First year providing advice 2015
- Years of experience 9
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Accord Financial Strategies
Suite 3, Ground Floor, 206 Greenhill RdEastwood, SA 5063
Opening hours
- 8:00am – 6:00pm Monday – Friday
Licensed by
Accord Financial Solutions Pty Ltd
AFSL 323379
