Financial Advisory Services

Dawson & Partners is an authorised representative of Lonsdale Financial Group and the Executive Directors are registered as licensed Financial Planners.

Using the resources of Lonsdale Financial Group, 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.

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Lonsdale Financial Group

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

Dawson & Partners Financial Services Pty Limited
is an Authorized Representative of
Lonsdale Financial Group
(AFSL 246934, ABN 76 006 637 225)

This information is of general nature only and is not intended as a personal advice. It does not take into account your particular investment objectives, financial situation and needs. Before making a financial decision you should assess whether the advice is appropriate to your individual investment objectives, financial situation and particular needs. We recommend you consult a professional financial adviser who will assist you.