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Investment Advisors - VIC
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Lyle Meaney - Managing Director - Investment Advisory
Lyle has been providing advice to retail clients for over 14 years, working with both large and boutique advisory firms. Prior to joining Dixon Advisory Lyle worked with the National Australia Bank in various roles including Private Banking, Corporate Finance and Financial Planning. Lyle joined ABN AMRO Morgans (now RBS Morgans) in March 2001 working closely with the Investment Committee of Dixon Advisory to provide stock broking and asset allocation advice to all Dixon Advisory clients.
In October 2002, Lyle became Branch Manager of a new ABN AMRO Morgans branch to solely service clients of Dixon Advisory. This new branch initially had offices in Canberra and Hervey Bay, subsequently opening offices in Sydney and Melbourne. Funds under management have grown from $150m to over $3bn, with the number of staff also growing from 3 to 40.
In August 2007, Dixon Advisory internalised the provision of investment advisory services and moved all staff working with Dixon Advisory clients from ABN AMRO Morgans to the Dixon Advisory team.
In conjunction with his responsibilities as Managing Director of the Investment Advisory division, Lyle is also responsible for the management of Dixon Advisory's Victorian presence working from our East Melbourne office. Lyle has a Bachelor of Economics and Arts from the Australian National University and is a Fellow of the Financial Services Institute of Australiasia.
James Bailey - Director - Investment Advisory
James 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. James is responsible for mentoring, developing and overseeing the Melbourne Investment Advisory team.
Prior to joining Dixon Advisory, James was a Private Wealth Advisor at ABN AMRO Morgans.
James has a Bachelor of Commerce from the University of Canberra and holds a Graduate Diploma in Applied Finance and Investment with the Financial Services Institute of Australia. James also holds a graduate certificate in Financial Planning.
Larissa Hall - Investment Advisor
Larissa 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.
Prior to joining Dixon Advisory, Larissa worked at Sheridan & Associates, Guardian Financial Planning.
Larissa has a Bachelor of International Business from the Australian National University and a Diploma of Financial Services (Financial Planning) through Kaplan Professional Australia. She has also completed a Masters of Applied Finance and Investment through Kaplan Professional Australia, accreditation with the Stockbrokers Association of Australia and is currently completing the ASX Accredited Derivatives Advisor (ADA) qualification.
Tim Sykes - Investment Advisor
Tim provides investment and portfolio construction advice to clients, consistent with both their individual objectives and risk profiling along with the views of the Dixon Advisory Investment Committee.
Prior to joining Dixon Advisory, Tim worked in risk management with ANZ Banking Group Limited and has also worked for Patersons Securities Ltd as a Dealer Assistant.
Tim has a Bachelor of Economics from La Trobe University and is currently studying his final subject for a Graduate Diploma in Applied Finance from Kaplan Professional Australia. Tim is accredited with the Securities and Derivatives Industry Association (SDIA) through Deakin University.
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