Annie McNeil Dawson
Financial Adviser in Maitland, New South Wales, Australia
Review Annie McNeil Dawson
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001235730
- Location
- Maitland NSW 2320
- Licensee
- Heffron Consulting Pty Ltd (AFSL 241739)
- Authorised since
- 20 December 2021
- First provided advice
- 2015
- Qualifications
- Bachelor of Commerce, University of Queensland (1997); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2015); CFP Certification Program, Financial Planning Association of Australia (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities
- Tax (financial) advice
- Yes
- Register status
- Current
About Annie McNeil Dawson
Annie McNeil Dawson is a financial adviser in Maitland, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001235730.
Advice is given under the Australian financial services licence of Heffron Consulting Pty Ltd, licence number 241739. That authorisation dates from 20 December 2021.
The register records 2015 as the year Annie first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Queensland, 1997), Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2015) and CFP Certification Program (Financial Planning Association of Australia, 2016). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and SMSF Association.
Annie is authorised to advise on superannuation and securities. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Annie McNeil Dawson here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Annie McNeil Dawson a registered financial adviser?
Yes. Annie McNeil Dawson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001235730.
Which licensee does Annie McNeil Dawson work under?
Heffron Consulting Pty Ltd, Australian financial services licence 241739.
What can Annie McNeil Dawson give advice on?
The register lists these advice areas: superannuation; securities.