MICHAEL SIMON PATRICK DAWSON

Financial Adviser · Warrnambool, VIC

Registered

Registration Number

000232193

Registration Status

Registered

Location

Warrnambool, VIC 3280

Providing Advice Since

1995

Registration Date

12/07/2019

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

📚 Qualifications & Training

1993 - Bachelor of Business - Bachelor Degree (AQF 7) - Deakin University
1996 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia
1998 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2003 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Securities Institute of Australia
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2021 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.