Matthew McNamara joined the firm from Price Waterhouse and has been a partner/director of Dawson & Partners since 1990. He completed his education in Armidale, NSW.
As Managing Director, Matthew is charged with the responsibility of ensuring the firm continues to meet and exceed the expectations of its clients.
In addition to this role Matthew manages an extensive portfolio of clients across the agricultural and small business sectors. His high level of technical expertise and well-respected empathy with the challenges faced by his clients sees him regularly sought out as a professional adviser.
Like all the directors of the firm, Matthew maintains both rural and city-based clients and brings to them the unique perspectives and best practice gleaned from this experience. Matthew's deep involvement in the practical aspects of his client's affairs has led to a particular interest in estate and succession planning and growing the overall wealth of clients.
Matthew is an Authorised Representative of Lonsdale Financial Group Limited, a member of the Stockbrokers and Financial Advisers Association Limited, a Self-Managed Super Fund Auditor and a fellow of Chartered Accountants Australia and New Zealand.
Matthew manages the firm's Goulburn office, where he resides.
Email - email@example.com
Linkedin - http://au.linkedin.com/pub/matthew-mcnamara/46/a06/155
Tim joined the firm's Cootamundra office from KPMG in 1996 and has been a partner since 1998.
He combines a wealth of experience in rural accounting with an understanding of the issues facing country and city based clients. Tim creates solutions for his clients that deliver increased business efficiency and cater to relevant personal and family needs.
His particular interest in agriculture has led to his role in the firm as a farming and agriculture specialist. In addition to his industry expertise, Tim has developed a high level of skill and experience in taxation, superannuation and accounting technology.
Tim is the director responsible for outsourcing services. He is an Authorised Representative of Lonsdale Financial Group, a member of Chartered Accountants Australia and New Zealand and a graduate of the Australian Institute of Company Directors."
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Greg originally joined Dawson & Partners in the former Sydney office in 1995 and reversed the usual trend by subsequently 'migrating' to the Cootamundra practice in 1998.
Now firmly established in Cootamundra, Greg provides the technical leadership role within the firm. He is at the forefront of knowledge in the area of superannuation and provides the clients of the firm with a resource generally only available from the "big end of town".
Greg's commitment to excellence is exemplified in him receiving the University Medal when studying at the University of Technology Sydney and being recognised in the top 25 candidates in Australia in the Institute of Chartered Accountants Professional Year.
Since then, Greg has developed his specialisation in superannuation and investment issues by pursuing a number of additional certifications, including:
- Certified Financial Planner®
- SMSF Specialist Advisor™
- CA - Financial Planning Specialist, and
- CA - SMSF Specialist
All Dawson & Partners' clients benefit greatly from his capacity to marry undoubted technical expertise with pragmatic solutions to their superannuation, business, taxation, investment and retirement planning challenges.
Greg is the director responsible for Financial Advisory Services and Superannuation Planning and is an Authorised Representative of Lonsdale Financial Group Limited. Please contact Greg to set up an appointment for a discussion on either or both these areas.
Email - email@example.com
Linkedin - http://au.linkedin.com/pub/greg-southwell/24/946/454
John completed his tertiary education in Newcastle and moved to Crookwell in 1974. He established an accountancy practice in 1980 and practiced for many years in Crookwell and Goulburn, before eventually selling. The practice had predominately rural clients but also many city-based clients, in numerous industries. He has presented various technical papers at client seminars and regional conferences.
Together with his wife, John developed a small cattle enterprise on their 200 acre property at Crookwell. He and his family have been visiting friends in the Cootamundra District for many years and know the area well.
John adds to Dawson and Partners experience in the areas of business development and succession planning.
John is currently based in the Goulburn office.
Email - firstname.lastname@example.org