Michael Simon Patrick Dawson
Financial Adviser in Warrnambool, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000232193
- Location
- Warrnambool VIC 3280
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 12 July 2019
- First provided advice
- 1995
- Qualifications
- Bachelor of Business, Deakin University (1993); Certified Financial Planner, Financial Advice Association Australia (1996); Diploma of Financial Planning, Deakin University (1998); Graduate Diploma of Applied Finance, Securities Institute of Australia (2003); Margin Lending and Geared Investments, Kaplan Professional (2010); FPC002B, Kaplan Higher Education (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael Simon Patrick Dawson
On the Financial Advisers Register kept by ASIC, Michael Simon Patrick Dawson appears as a current financial adviser in Warrnambool, Victoria, adviser number 000232193.
Advice is given under the Australian financial services licence of Fortnum Private Wealth Ltd, licence number 357306. The current authorisation started on 12 July 2019.
The register records 1995 as the year Michael first provided financial advice. The qualifications listed for Michael include Bachelor of Business (Deakin University, 1993), Certified Financial Planner (Financial Advice Association Australia, 1996) and Diploma of Financial Planning (Deakin University, 1998). Michael is recorded as a member of Financial Advice Association of Australia (FAAA).
Michael is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Michael Simon Patrick Dawson a registered financial adviser?
Yes. Michael Simon Patrick Dawson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000232193.
Which licensee does Michael Simon Patrick Dawson work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Michael Simon Patrick Dawson give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.