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Financial advisory services

Dawson Financial Services is licensed to provide investment and superannuation advice, and the Executive Directors are registered as licensed Financial Planners. Our current Financial Services Guide provides key information concerning our services and fees.

Using the resources of a range of service providers, 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 advice
  • Share transactions on the Australian Stock Exchange and overseas share markets
  • Investments in cash deposits, managed funds and bonds

Unlike many in the industry, we offer an independent financial advisory service, which means that we do not receive payments from any financial institution or product provider which could potentially influence our advice or strategies.

This means that our recommendations are based solely on what we consider best for the clients we advise.

Our fee structures are transparent and clearly defined. We do not accept trail commissions on investment products, and 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 planners.

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Dawson Financial Services Pty Limited

(AFSL 529568, ABN 12 110 293 895)

This information is of a 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 one of our licensed financial planners who will assist you.

Making a complaint

We endeavour to provide you with the best advice and service at all times. However, if you are not satisfied with our services, then we encourage you to contact us. Please call us, send us an email or put your complaint in writing to our office.

We aim to resolve complaints immediately. Where this is not possible, we will acknowledge the receipt of your complaint within 48 hours. We will then explain our process to resolve your complaint and tell you who will handle your complaint.

If you are not satisfied with our response after 30 days, you can lodge your complaint with the Australian Financial Complaints Authority (AFCA). You can contact AFCA on 1800 931 678 or via their website. AFCA provides fair and independent financial services complaint resolution which is free to consumers.