Paul Dawson

Psk Financial Services

Gold
5 Yrs Experience
Gregory Hills, NSW 2557
Paul is a Financial Adviser specialising in the areas of pre- and post-retirement, superannuation, investments, and wealth protection.  Paul provides personalised advice tailored to his clients’ individual needs and objectives and believes that sound advice and planning are key to achieving their financial goals.  Paul holds a Bachelor of Laws and Bachelor of Commerce Accounting (awarded with Distinction) from the University of Wollongong. Paul has also completed a Graduate Diploma of Financial Planning and is currently completing his Master of Financial Planning qualification.  Paul was a finalist in the IFA Australia’s ‘Young Adviser of the Year’ award for 2020.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 6
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualifications
    • Bachelor of Commerce (Accounting)
    • Bachelor of Law
  • Language spoken
    • English

Psk Financial Services

Suite 3, 1 Gregory Hills Dr
Gregory Hills, NSW 2557

Licensed by

Charter Financial Planning

AFSL 234665

4.70
6 Reviews
5
4
3
2
1
5.00
Clear communication
4.15
Knowledge & expertise
4.80
Customer care
4.85
Likely to recommend
Showing reviews 1—6 of 6

Sort by

4.50

"We were very happy with the services provided & the advice given"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Paul offered advice regarding investment relating to Super, Shares and Property Investments. He was attentive to my financial needs, very relatable and offered me different strategies for my future. He was also very respectable and approachable in our consultation. I would not hesitate referring Paul to my family and friends."

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

"My family and I are very grateful for all the financial advice we received from Hillross, especially from Paul Dawson. After I suffered a serious workplace injury, I struggled to see the light out of financial trouble and stress. Paul sat me down and helped me take control of my current financial position and work on a game plain that I can proceed and protect the lifestyle for my family. I wish I saved myself stress by seeing Paul and the others at Hillross. Do your family a favor and remove the worry from your life, take control of your financial position today. Thanks again."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Paul listened carefully to my financial needs before explaining the best strategies in terms I could easily understand. He has given me clear, comprehensive advice across a range of financial products, all tailored to suit my specific needs. I found Paul easy to talk to and would highly recommend him to anyone looking for an advisor."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Paul provided excellent service in respect of a complex long standing financial issue . He developed a quick grasp of my needs and responded delicately to my deep seated frustrations and vulnerability. Paul presented comprehensive advice in a timely manner and ensured all in the 'advice chain' were 'running the same race' with the same 'end goal'."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Paul provided me advice and suggestions regarding TPD superannuation. Paul was able to explain things to me in a clear way. Through Paul's knowledge and experience, I feel very confident that the advice given was right for my needs."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Economic and Legal Context for Financial Planning - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Client Engagement Skills - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Bachelor of Commerce (Accounting)

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
2019

Bachelor of Law

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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