Financial Advisory Services

Dawson & Partners Executive Directors are registered as licensed Financial Planners.

We offer a full range of investment services for individuals and businesses. Our superannuation expert, Greg Southwell, can also provide investment advice for Self Managed Superannuation Funds.

Our main financial services:

  • Financial planning and advice
  • Share transactions on the Australian Stock Exchange
  • Investments in managed funds and bonds
  • Insurance advice associated with the above

Our fee structures are transparent and clearly defined. We do not accept trailing commissions on investment products so we only recommend products we consider appropriate for your goals and situation.

You can rest assured that we treat your affairs with the utmost care, attention and discretion in our professional capacity as Chartered Accountants and licensed Financial Planners.

Contact us if you would like more information about our financial services or to make an appointment with one of our financial advisors.

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