MenuSimon (Michael) Dawson CFP®
About Me
WHAT EXPERIENCE DOES YOUR FINANCIAL ADVISER HAVE?I have extensive experience in the financial planning industry. I have spent over 29 years as a Financial Adviser offering advice to individual clients as well as small and large business clients. WHAT AREAS IS YOUR FINANCIAL ADVISER AUTHORISED TO PROVIDE ADVICE ON?I am authorised to provide the following financial services: wealth management, superannuation, strategy planning, retirement planning, life insurance, investment advice, income protection, cashflow management, aged care and Centrelink
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 30 Years -
Licensed By Fortnum Private Wealth Ltd
