Daryl Dixon is the Executive Chairman of Dixon Advisory and Superannuation Services. Daryl is one of Australia’s foremost investment experts and a well known writer and consultant. He has provided trusted advice to thousands of personal clients over the past 20 years and is an acknowledged expert in the areas of tax, superannuation (including public sector superannuation), social security and investments.
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Max Walsh has for many years been one of Australia’s top economic and political commentators, highly regarded as a journalist, author and broadcaster. Throughout his career, Max has been involved in all dimensions of the media industry, which has encompassed positions with two of Australia’s largest publishing companies and television networks.
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In his primary role as Managing Director, Alan ensures all Dixon Advisory clients receive Daryl Dixon and Max Walsh’s tried and tested financial strategies tailored to their individual needs. This is achieved through an integrated system of superannuation specialists, investment and financial advisors, estate planners and property investment specialists working together to assist clients in all aspects of their financial needs.
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Kevin Smith is an internationally respected investment expert with 25 years’ experience in global finance and asset management. A proponent of buying assets based on their long-term valuation, Kevin is happy to make contrarian calls when faced with compelling valuations. As Dixon Advisory’s Chief Investment Officer, Kevin is responsible for developing new investment products and delivering investment outcomes that meet clients’ needs.
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With significant expertise in self managed super fund accounting and compliance as well as general retirement strategies, David Calvert is Managing Director of Dixon Advisory’s SMSF Accounting, Compliance and Administration Division, which is responsible for the administration of more than 4,000 SMSFs with approximately $4 billion in assets. David was instrumental, along with Group Managing Director Alan Dixon and Executive Director, Superannuation Robert Turner, in developing Dixon Advisory’s specialist SMSF service.
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Lyle Meaney is a respected investment expert with more than 15 years’ experience in investment markets (Australian and overseas equities and cash and fixed income) and portfolio construction. He oversees Dixon Advisory’s entire Investment Advisory division and is responsible for training and mentoring the staff, ensuring they fully understand and appreciate Dixon Advisory’s investment philosophy and that the recommendations of the Investment Committee are communicated to clients.
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Alex MacLahlan brings extensive investment banking and capital markets experience, particularly in the natural resources sector, to his role as head of the Funds Management division. Among his first responsibilities at Dixon Advisory was to set up the Global Resource Masters Fund, giving clients the opportunity to invest in physical commodities and global natural resource companies. Since then the Funds Management division has grown to more than $750 million in assets, split between fixed income and other assets including Australian and Asian shares, commodities and property.
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A background in Australian and international investment banking, advising corporate clients in a diverse range of sectors, puts Chris Brown in a unique position to help Dixon Advisory and its staff provide clients with the full suite of financial advisory services at a very high standard.
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Tristan O'Connell brings extensive experience in corporate financial and management roles in domestic and international wholesale financial markets and domestic retail markets to his current role. He is responsible for Dixon Advisory’s financial management, business performance management, Australian Financial Services Licence (AFSL) compliance and risk management.
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Nerida Cole is the head of Dixon Advisory’s Financial Advisory Division. Nerida is a highly experienced financial advisor with a specialisation in all aspects of superannuation including self managed super funds (SMSF), retirement planning and wealth-building strategies. Nerida is responsible for the training, development and mentoring of all of Dixon Advisory’s team of Financial Advisors Australia wide.
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An investment expert with more than 15 years’ experience in client-facing roles in financial services such as investing, financial planning, superannuation and insurance, Craig Cameron is well placed to provide tailored investment advice to new clients. Through his extensive knowledge and experience, Craig assesses what clients are hoping to achieve, what suits their own personal circumstances and how Dixon Advisory can help.
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With more than 15 years’ experience in financial management, accounting and staff management, Chris McCurdy manages the day-to-day operations of Dixon Advisory’s SMSF Accounting, Compliance and Administration team. Based in Melbourne, Chris oversees the firm’s 120 self managed superannuation fund staff who assist more than 4,000 SMSFs across Australia. He ensures staff draw on the expertise of the highly regarded Technical Services team so Dixon Advisory’s SMSF accounting is of the highest standard.
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A self managed super fund (SMSF) specialist and one of the pioneers of Dixon Advisory’s SMSF service, Robert Turner joined in 2001 when the firm had only a small number of Canberra clients with self managed super funds. Today Robert is responsible for the operations of the SMSF Accounting, Compliance and Administration team in Canberra – a staff of more than 50 providing services to 1700 clients.
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An investment expert specialising in constructing high income portfolios for self managed super fund (SMSF) clients, James Bailey heads the Canberra Investment Advisory team, with around 2,000 clients and just over $1 billion in assets. He meets new clients, ensures advisors are trained in Dixon Advisory’s investment principles, identifies new business opportunities, recruits quality staff and ensures the investment service is of the highest standard.
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With significant experience in human resources and recruitment, Cindy Hayes is responsible for human resources at Dixon Advisory, which has a staff of approximately 300 and offices in Canberra, Sydney and Melbourne. Cindy works closely with management across the firm to meet HR needs including staffing, policy, training and recruitment matters.
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Tom Kline brings significant experience in investments and execution of institutional and corporate transactions to his role as Chief Operating Officer, Funds Management. Tom is responsible for the operations, systems and staff within the division. He works closely with the Dixon Advisory Investment Committee and the Corporate Finance team to deliver investment opportunities for Dixon Advisory clients.
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An investment expert with considerable experience in capital market transactions, David Orr manages the Sydney Investment Advisory team, which serves 1,300 clients with $1 billion in funds under management. As well as working with new clients to develop and execute investment strategies, David is responsible for training and mentoring the team. He ensures Investment Advisors are well informed about the current views of the Dixon Advisory Investment Committee so they give clients reliable and timely advice.
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In his current role, Richard Hambly combines expertise in superannuation with significant experience in accounting and management consulting services for institutional and retail clients. Managing the SMSF Accounting, Compliance and Administration team in Canberra, Richard’s responsibilities include meeting new clients, training superannuation account managers and ensuring the team delivers high quality service to 1830 SMSF clients.
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Combining extensive experience in accounting and project management in Big 4 accounting firms with significant IT systems expertise, Andrew McPhillips is responsible for the firm’s current and future hardware, software and data management systems as well as ensuring client data is retained securely and in accordance with legislative requirements.
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Linda Wilson is a Chartered Accountant specialising in self managed super fund (SMSF) administration, taxation, financial planning and investment. As joint head of Dixon Advisory’s Technical Services team, she provides specialist advice and training to staff across the firm in the SMSF Administration, Financial Advisory and Investment Advisory teams.
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A tax and superannuation expert, specialising in self managed super funds, Tina Wilson is joint head of the Technical Services team, which provides technical advice, support and training to the Financial Advisory, Investment Advisory and SMSF teams as well as advice to management on a range of issues affecting self managed super fund trustees.
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Lee Eaton has considerable expertise across all areas of financial advisory including financial planning strategies, personal tax management, superannuation and retirement planning, wealth accumulation strategies and insurance. Having provided financial strategy advice to a significant number of Canberra clients, including self managed super fund members, public servants, self employed contractors and small business operators, Lee is well placed to lead the Canberra Financial Advisory team.
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One of Dixon Advisory’s foremost experts in developing comprehensive financial strategies for clients, Rachael Nicholson is responsible for the operations, training and development of the Sydney Financial Advisory team as well as assisting her own portfolio of clients. Rachael ensures the Sydney team consistently provides advice of the highest calibre.
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