Dialogue Financial Management provides specialist advice to doctors and medical specialists, as well as owners of businesses and medical practices.
But we do so much more than a traditional financial adviser.
Yes, our expertise includes all aspects of financial planning, portfolio management and other strategic advice. However we also stand on a solid foundation of accounting, taxation and self-managed superannuation experience.
This makes us the perfect choice for business and medical clients looking for a full-service adviser. We empower clients like you to grow their business and personal wealth from a ‘big picture’ perspective.
Andrew Lyon, our Managing Director and Principal Adviser, originally founded the business in 1996 as an accounting and taxation practice. In 1998, he branched out into financial planning services to meet changing client needs.
The accountancy business was sold in 2003 so that we could focus on specialising in the area we are most passionate about – helping people plan ahead for their financial future.
Our Principal Adviser
Andrew Lyon FCPA established where his skill set was at an early age. Financial concepts and numbers always resonated with him, and he found he had a talent for explaining those concepts to people in a way that made them easy to understand.
Originally an accountant in both the public and commercial sector, Andrew now uses his 20+ years of professional experience to help clients focus on what can be achieved in the future instead of what has occurred in the past.
Andrew holds a Bachelor of Business, is a Certified Practising Accountant, Registered Tax Agent, and Fellow Member of CPA Australia.
When it comes to building and sustaining personal and business wealth, it’s important to look forward, anticipate, and plan for life’s journey.
For this reason, the philosophy we follow is one of long term strategic investment and we coach our clients in the benefits of adopting this approach. This avenue of thinking is ultimately more efficient and potentially less costly, allowing our clients to reap the rewards of a long term plan.
We believe such perspective is one of the greatest value-adds we provide to our clients!
It is not where you start that is important – it is what you do to move yourself forward that makes all of the difference.
Contact Us Today
For an obligation-free discussion one how we can assist you and your business, send us an email or call our office on 07 3229 7005.