Technical Services

Our people

    Linda Wilson - Director, Technical Services

    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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    Tina Wilson - Director, Technical Services

    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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    Frank Li - Senior Manager, Technical Services

    In his primary role as Senior Manager, Technical Services, Frank is responsible for providing technical support and strategy advice to Dixon Advisory’s Financial, Investment and Property Advisors in relation to complex superannuation, portfolio construction, investment selection, trade execution and credit assessment matters.

     

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    Edward Chan - Technical Services Advisor

    As Technical Services Advisor, Ed is responsible for providing technical support and strategy advice primarily to Dixon Advisory’s Financial Advisors on complex financial planning matters. Ed is also responsible for developing and maintaining a range of internal systems and procedures for the Financial Advisory teams which ensure clients receive high quality service and leading advice in a compliant and efficient manner. Ed also manages the development and delivery of Dixon Advisory's internal training programme which provides staff with regular strategy, compliance and technical updates.

     

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    Rachael Yan - Technical Services Manager

    In her role as Technical Services Manager, Rachael is primarily responsible for providing technical and compliance support to Dixon Advisory’s SMSF team. Rachael is also responsible for maintaining and developing a range of internal procedures designed to ensure clients receive the highest quality SMSF administration service. Rachael also assists with the preparation and delivery of Dixon Advisory’s internal SMSF training program.

     

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    Damien Kennedy - Technical Services Advisor & Financial Advisor

    With expertise in accounting, financial planning and superannuation, Damien has two roles with Dixon Advisory – as Technical Services Advisor and Financial Advisor.

     

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