STAFF | Matthew Dawson

EXPERIENCE

Matt joined Accord Financial Solutions in 2012 after having completed Bachelor’s Degrees in Business and Commerce at Flinders University. Before financial planning, his working life spanned across retail, wine and tiling back in his hometown of Mildura.

At Accord, he started off in administration, then paraplanning for the firm owner Andrew Gaston before becoming an authorized representative in 2017. As a result of his career progression and acquired knowledge, Matt was invited to lecture and help coordinate the only Financial Planning topic offered by Flinders University in July 2015.

Matt is the chair of the investment committee at Accord and has strong knowledge in Investments, Centrelink, Aged Care, Tax strategy planning and personal risk insurance.

BIOGRAPHY

Matt has a young son, Bodhi (full time baby) and a beautiful wife to be, Kirby (teacher). They live in Mount Barker and spend holidays travelling between their hometowns of Mildura and Mount Gambier to see extended family.

ADVISER PROFILE

Authorised Representative No: 1236279 of Accord Financial Solutions Pty Ltd (AFSL 323379)

 QUALIFICATIONS

  • Bachelor of Business (Marketing) & Bachelor of Commerce (Finance)
  • Diploma of Financial Planning
  • Graduate Diploma of Financial Planning
  • Tax for Financial Advising
  • Accredited Aged Care Professional
  • SMSF Specialist Advisor - SSA
  • FASEA Qualified

PROFESSIONAL MEMBERSHIPS

  • FAAA – Financial Advice Association of Australia
  • SMSFA - Self Managed Super Fund Association