About Us
More about
Dialogue Financial Management Pty Ltd
Dialogue Financial Management provides specialist financial management helping people get their finances on track and they derive comfort from knowing that their financial affairs are in perfect order, and we help them keep them that way for life.
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.
Our clients are free to live the life that they intend because they have the financial freedom to do so.
Our Beginnings
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 create the financial lives that they seek.
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 27+ 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.
Our Philosophy
When it comes to building and sustaining personal and business wealth, it’s important to look forward, anticipate, and prepare for life’s journey.
For this reason, the philosophy we follow is one of long-term strategic investment.
This way of planning is ultimately more efficient and potentially less costly and allows our clients to reap the rewards of a consistent long-term plan.
We believe it is this “perspective” that is some of the greatest value that we add for our clients.