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Financial advisory services

Dawson Financial Services is licensed to provide holistic financial advice. Founded in 2002, Dawson Financial Services has a long history of providing proactive and prudent advice to our clients. Our philosophy is grounded in protecting, managing, and growing our clients’ wealth over the long term.

Our core services

Partnering with a range of trusted service providers, we offer our services to individuals, businesses, and self-managed superannuation funds (SMSFs).

We primarily focus on:

  • Financial planning, including tax management and retirement planning.
  • Investment management, including share portfolios, managed funds, and cash investments.
  • Superannuation advice, including SMSF strategies and administration support.

Our commitment to independence

Since our foundation, we have prided ourselves on our independence. We believe this is essential to providing unbiased financial advice that is in our clients’ best interests. At Dawson Financial Services, there are no hidden fees, commissions on products we recommend, or any other incentives that may potentially influence our advice. Therefore, you can rest assured that our advice is based solely on what we believe is in your best interests.

If you would like further information about our financial services, please contact Charlie King or call our office.

Please find a link to our Financial Services Guide. This document outlines the services we provide under our Australian Financial Services Licence.

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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.