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.
Read about Lyle Meaney
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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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.
Read about David Orr
Alex provides investment and portfolio construction advice to clients, consistent with their individual objectives and risk profile along with the views of the Dixon Advisory Investment Committee.
Read about Alex Madge
Lee provides investment and portfolio construction advice to clients, consistent with both their individual objectives and risk profiles along with the views of the Dixon Advisory Investment Committee.
Read about Lee Moore
Justin provides investment and portfolio construction advice to clients, consistent with both their individual objectives and risk profile along with the views of the Dixon Advisory Investment Committee.
Read about Justin Power
Matthew provides investment and portfolio construction advice to clients, consistent with both their individual objectives and risk profile along with the views of the Dixon Advisory Investment Committee.
Read about Matthew Helman
Anthony provides investment and portfolio construction advice to clients, consistent with both their individual objectives and risk profile along with the views of the Dixon Advisory Investment Committee. Anthony is jointly responsible for preparing and executing the research and advice provided to Dixon Advisory clients by the Investment Advisory team. He liaises closely with the Dixon Advisory Investment Committee in performing this role.
Read about Anthony Helman
James provides investment and portfolio construction advice to clients, consistent with their individual objectives, risk profile and the views of the Dixon Advisory Investment Committee. James is jointly responsible for preparing and executing the research and advice provided to Dixon Advisory clients by the Investment Advisory team. He liaises closely with the Dixon Advisory Investment Committee in performing this role.
Read about James Morrow
Alex provides investment and portfolio construction advice to clients, consistent with both their individual objectives and risk profile along with the views of the Dixon Advisory Investment Committee.
Read about Alex Hayward
Tim provides investment and portfolio construction advice to clients, consistent with both their individual objectives and risk profile along with the views of the Dixon Advisory Investment Committee.
Read about Tim Robb
Rahulan provides investment and portfolio construction advice to clients, consistent with both their individual objectives and risk profile along with the views of the Dixon Advisory Investment Committee.
Read about Rahulan Rukman
Dane provides investment and portfolio construction advice to clients, consistent with both their individual objectives and risk profile along with the views of the Dixon Advisory Investment Committee.
Read about Dane Searson-Patrick
Reynold provides investment and portfolio construction advice to clients, consistent with both their individual objectives and risk profile along with the views of the Dixon Advisory Investment Committee.
Read about Reynold Wong
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