Name | Simon (Michael) Dawson CFP® |
Company | SHB Wealth Advisors |
Address | 78 Henna St Warrnambool, VIC 3280 |
WHAT EXPERIENCE DOES YOUR FINANCIAL ADVISER HAVE?I have extensive experience in the financial planning industry. I have spent over 27 years as a Financial Adviser offering advice to individual clients as well as small and large business clients. WHAT AREAS IS YOUR FINANCIAL ADVISER AUTHORISED TO PROVIDE ADVICE ON?I am authorised to provide the following financial services: wealth management, superannuation, strategy planning, retirement planning, life insurance, investment advice, income protection, cashflow management, aged care and Centrelink