STAFF | Matthew Dawson

EXPERIENCE

Matt joined Accord Financial Solutions in 2012 after completing bachelor’s degrees’ in business and Commerce at Flinders University. Prior to financial planning, he held casual jobs in retail and at a winery in his hometown of Mildura.

At Accord, he started off in administration, then paraplanning for the firm owner, Andrew Gaston before becoming an authorised 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 specialises in many areas including Investments, Superannuation, Tax strategy planning, Centrelink Aged Care and Personal Risk Insurance. His client base varies across many circumstances, cultures and demographics.

BIOGRAPHY

Matt has a young son, Bodhi (toddler going on teenager), and Elijah (latest addition) and a lovely wife, Kirby who is a primary school teacher by trade. They live in Mount Barker and spend holidays travelling between their hometowns of Mildura and Mount Gambier to see extended family.

AUTHORISATIONS
Matt is authorised to provide advice on the wide range of services as available by the Licensee as listed below.

• Aged Care
• Centrelink advice;
• Estate planning advice;
• Ethical Investments;
• Gearing strategies;
• Life, Total & Permanent Disablement, Trauma, Business Expense and Income Protection insurance;
• Redundancy;
• Responsible Investments;
• Retirement planning & strategies;
• Salary Packaging (including Salary Sacrifice);
• Share market investment advice;
• Superannuation, rollover advice and strategies;
• Wealth Creation; and
• WorkCover Compensation Payments

ADVISER PROFILE

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