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.
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%
He is a good financial advisor. I would like to introduce him to my friends and clients. I am happy for his service
Went to matt for advice on our insurance and super. Very helpful and professional. Have recommended him to friends and family.
Matt is a kind and caring person who always takes the time to explain financial matters and respond to my emails promptly.
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
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.
- Adviser status Silver
- Number of reviews 8
- First year providing advice 2015
- Years of experience 8
- Graduate Diploma of Financial Planning
Accord Financial Solutions Pty LtdUnit 3, Ground Level, 206 Greenhill Road
Eastwood, SA 5063
- 8:00am – 6:00pm Monday – Friday
Accord Financial Solutions Pty Ltd