Matt Dawson

Accord Financial Solutions Pty Ltd

Silver
7 Yrs Experience
Eastwood, SA 5063
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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

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 Silver
  • Rating 4.90
  • Number of reviews 8
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Accord Financial Solutions Pty Ltd

Unit 3, Ground Level, 206 Greenhill Road
Eastwood, SA 5063

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Accord Financial Solutions Pty Ltd

AFSL 323379

4.90
8 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"He is a good financial advisor. I would like to introduce him to my friends and clients. I am happy for his service"

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Went to matt for advice on our insurance and super. Very helpful and professional. Have recommended him to friends and family."

  • Superannuation
  • Insurance Protection
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matt is a kind and caring person who always takes the time to explain financial matters and respond to my emails promptly."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I have found Matt Dawson very good in all aspects of advice and knowledge of what to do with our funds. Matt Dawson will always get back to you when you ring in with a question which shows to my husband and I Matt has all his clients interest in mind big or small. Patricia & Derrick Incledon - 5109"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matt handles my 80 year old mother's finances and he guided us thoughtfully and accurately through her transition from her own home into care. We were so impressed with him we bought our finances to him and he has put us on a great path to retirement in 15 years or so. Our 25 year old daughter went to him for advice and is now in a responsible, secure financial position. We have highly recommended him to others."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"very happy with advice"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"A most diligent, trustworthy , friendly, reliable, meticulous professional."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It is not often that we take the time to provide feedback for services received from a provider. However in this case we wanted to let you know how exceptional the service has been from Mr Matt Dawson. We were introduced to Matt thanks to a tax adviser who we consulted with an interesting to say the least issue that needed to be solved. As the issue involved complex social security matters Matt was engaged to help navigate through the issues. Matt’s knowledge, approach and timeliness cannot be faulted. His financial advice is also excellent. However the most important, notwithstanding the aforementioned are not important, is Matt’s ability to impart confidence. This is through his personality that instils trust which was critical as the advice was being provided to a women 78 years of age who is “old school” values based and very shy. Matt is simply a very professional, genuine and a “good bloke”!!"

  • Government Assistance
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2015

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Flinders University
Completed
2011

Bachelor of Commerce (Finance)

Level
7 - Bachelor Degree
Institution
Flinders University
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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