Matthew Dawson

Accord Financial Strategies

Silver
9 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 4.94
  • Number of reviews 8
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Accord Financial Strategies

Suite 3, Ground Floor, 206 Greenhill Rd
Eastwood, SA 5063

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Accord Financial Solutions Pty Ltd

AFSL 323379