Investment advice & portfolio management

A wealth of investment experience in all financial markets

At Dixon Advisory, we believe asset allocation is one of the key drivers to long term wealth creation and capital security. Our focus is to ensure our clients' portfolios are positioned for the future while also allowing for current market conditions.

We can help you diversify your investments across all major asset classes including:

  • Cash, fixed interest and hybrids
  • Australian shares
  • Asian, European and US shares
  • Resources
  • Property and infrastructure, and
  • Gold

We can provide you with recommendations on when to buy and sell appropriate investments including:

  • ASX-listed shares
  • listed investment companies (LICs)
  • exchange traded funds (ETFs)
  • corporate bonds
  • term deposits, and
  • at call cash accounts.

Dixon Advisory adopts a committee approach to providing investment advice with all aspects of the investment process discussed and agreed to by members of the Investment Committee. Your Investment Advisor then tailors the committee's advice to your specific situation.

Learn more about our committee approach to investing.  

Why choose Dixon Advisory to help you invest in your SMSF

Read profiles of our Investment Advisors

Contact us about investing in your SMSF. 


“We have appreciated the personal contact established with our Investment Advisor, Account Manager and Broker, all of whom understand and respect our investment philosophy and keep us informed, and promptly respond to any enquiry we make.” Joy & Len Sheargold, 2010 Read more testimonials >>