Financial Advisors Melbourne - VIC

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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    Ashwin Reddy - Associate Director, Financial Advisory

    Specialising in pre and post-retirement planning including, maximising the benefits of self managed superannuation funds, defined benefit and government superannuation schemes and personal insurance Ashwin's sound understanding of the links between superannuation, tax, insurance and investments allows him to tailor strategic financial advice to maximise and protect individual and family wealth.

     

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    Matthew Healey - Senior Financial Advisor

    Matthew provides quality financial advice to help clients meet their goals and objectives. He enjoys seeing his clients improve their financial position over time through implementing his strategic advice and benefiting from his ongoing management of their financial matters.

     

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    Margarita Efe - Financial Advisor

    Margarita has experience in a range of strategies including tax effective wealth building, superannuation and retirement planning, personal insurance and Centrelink entitlements. Working closely with Executive Director – Nerida Cole and Associate Director – Ashwin Reddy in the Melbourne office, Margarita provides strategic financial advice tailored to the individual needs and objectives of her clients.

     

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    Nic Kelly - Financial Advisor

    Nic provides strategic financial advice to a broad range of individuals including young people, families, pre-retirees and retirees. He specialises in a variety of strategies, tailoring them to meet the specific personal wealth and superannuation needs of each individual client. These include maximising the benefits of self managed superannuation funds, defined benefit and government superannuation schemes and personal insurance.

     

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    Damien Kennedy - Financial Advisor & Technical Services Advisor

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

     

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    Stephanie Patrick - Financial Advisor

    Stephanie specialises in a range of financial strategies to maximise clients’ personal and superannuation positions, including tax management and personal insurance.

     

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    Ashley Woodhead - Financial Advisor

    Ashley provides strategic financial advice to individuals and families at all stages of life, tailoring financial strategies to their specific needs and goals. He specialises in all superannuation and Self Managed Superannuation Fund strategies as well as tax management, wealth protection and transition to retirement strategies.

     

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