Investment Advisors Sydney - NSW

Our people

    David Orr - Director, Head of Sydney Investment Advisory

    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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    Craig Cameron - Executive Director

    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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    Oliver Burke - Director, Investment Advisory

    Oliver Burke has expertise across the whole spectrum of asset classes including Australian and global equities, corporate bonds, hybrid securities, cash and term deposits and listed property. As well as providing high level investment advice to clients, including self managed super funds, individuals and family trusts, Oliver mentors the firm’s investment advisors and analysts in Sydney, Melbourne and Canberra.

     

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    Jon Dickson - Associate Director, Investment Advisory

    Jon 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.

     

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    Chris Monaghan - Associate Director, Investment Advisory

    Chris 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 Commitee.

     

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    Joan Turner - Senior Investment Advisor

    Joan 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.

     

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    Ryan Cormican - Investment Advisor

    Ryan 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.

     

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    Rob Gilmour - Investment Advisor

    Rob 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.

     

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    Katharine Jackson - Investment Advisor

    Katharine 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.

     

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    Brian Kim - Investment Advisor

    Brian 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.

     

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    Haz Lutfi - Investment Advisor

    Haz provides investment and portfolio construction advice to clients, consistent with both their individual objective and risk profile along with the views of the Dixon Advisory Investment Committee.

     

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    Hazel Tan - Investment Advisor

    Hazel 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.

     

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    Robert Tayoun - Investment Advisor

    Robert 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.

     

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    Amiee Telfer - Investment Advisor

    Amiee commenced with Dixon Advisory in 2006 and provides investment and portfolio construction advice to clients, consistent with both their individual objective and risk profile along with the views of the Dixon Advisory Investment Committee.

     

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    Rachel Wilkinson - Investment Advisor

    Rachel commenced with Dixon Advisory in 2009 and 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.

     

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