Insurance Advisors

Our people

    Nerida Cole - Executive Director, Head of Financial Advisory

    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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    Lee Eaton - Director, Head of Canberra Financial Advisory

    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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    Greg Kynoch - Insurance Advisor

    Greg Kynoch is a dedicated insurance specialist at Dixon Advisory servicing the Sydney and Canberra offices. Greg works with clients to ensure their retirement goals and standard of living remain viable in the event of a disability, illness or death, while considering their overall financial plan. This involves investigating personal insurance requirements with clients and establishing an appropriate solution from a cost and tax perspective.

     

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    Alex O'Brien - Insurance Advisor

    Alex O’Brien is a dedicated insurance advisor at Dixon Advisory servicing Sydney and Canberra. Alex assists clients in developing a comprehensive plan aimed at protecting their personal and financial wellbeing from the impacts of illness, injury, permanent incapacity, traumatic illness and death. This involves ensuring his clients have the most suitable and affordable insurance package from high rating insurance providers.

     

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    Andrew Splatt - Insurance Advisor

    Andrew Splatt is Dixon Advisory’s dedicated insurance specialist servicing the Melbourne office. Andrew assists clients by ensuring their comprehensive financial plan includes appropriate personal protection and risk management strategies.

     

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