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Investment Advisors - ACT
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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.
Lyle has a Bachelor of Economics and Arts from the Australian National University and is a Fellow of the Financial Services Institute of Australiasia.
David Orr - Director – Investment Advisory
David 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.
David and James Bailey lead the Canberra Investment Advisory Team and ensure that all new advisors are mentored in the style and investment approach that Daryl Dixon and Max Walsh have successfully applied to their own investments for over 40 years. This approach ensures that all clients receive the same advice in a timely and consistent manner. Where required, David is also involved in the structuring and management of capital market transactions for Dixon Advisory clients.
Prior to joining Dixon Advisory in 2005, David worked at Energy Australia.
David has a Bachelor of Commerce from the Australian National University and a Graduate Diploma in Applied Finance and Investment. David also has a Graduate Certificate in Financial Planning from the Financial Services Institute of Australia and is currently studying for a Master of Applied Finance and Investment through Kaplan Professional Australia.
Alex Madge - Associate Director - Investment AdvisoryAlex 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.
Alex has a Bachelor of Actuarial Studies from the Australian National University, a Graduate Diploma of Applied Finance and a Graduate Certificate in Financial Planning. Alex is also studying for a Bachelor of Laws degree and accreditation with the Responsible Investment Association Australasia.
Justin Power - Associate Director - Investment Advisory
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.
Prior to joining Dixon Advisory, Justin worked several years as a Derivatives Analyst with BlackRock Investment Bank, Edinburgh.
Justin has a Bachelor of Business (Finance/Economics) and a Master of International Relations (International Economics) from Macquarie University and Lancaster University, U.K. He has also completed a Graduate Diploma in Applied Finance and Investment and is currently studying towards a Masters Degree in Applied Finance.
Matthew Helman - Manager - Investment Advice & Research
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.
Matthew is responsible for overseeing the research and advice provided to Dixon Advisory clients. He liases closely with the Dixon Advisory Investment Committee in performing this role.
Matthew has a Bachelor of Commerce from the Australian National University and a Graduate Diploma in Applied Finance and Investment from Kaplan Professional Australia.
Lee Moore - Investment Advisor
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.
Prior to joining Dixon Advisory, Lee was a consultant with IBM Global Business Services, working on several large enterprise-wide projects with various government organisations.
Lee has a Bachelor of Commerce in Banking and Finance as well as a Bachelor of Information Technology. Lee has also completed post-graduate studies in Applied Finance and Investments.
Dane Searson-Patrick - Investment Advisor
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.
Prior to joining Dixon Advisory, Dane worked as a paraplanner responsible for the preparation of financial advice and modelling of financial projections.
Dane has a Bachelor of Commerce in Banking, Finance & Accounting and a Diploma of Financial Services (Financial Planning). Dane is currently studying towards a Graduate Diploma in Applied Finance and Investment from Kaplan Professional Australia.
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