Daryl Dixon - Executive Chairman
Daryl Dixon is the Executive Chairman of Dixon Advisory and Superannuation Services. Daryl is one of Australia’s foremost investment experts and a well known writer and consultant. He has provided trusted advice to thousands of personal clients over the past twenty years and is an acknowledged expert in the areas of tax, superannuation (including public sector superannuation), social security and investments. He has also been a successful investor for over forty years.
Daryl is the author of numerous newspaper articles on investment and superannuation and writes regularly for the Canberra Times, the Public Sector Informant, Smart Investor magazine and the Australian Financial Review Investor (in the Sunday Age and Sun Herald). He has written a number of books (see
booklist) and consults on personal and business finance strategies.
Prior to establishing his own consulting firm, Daryl worked in the International Monetary Fund, the Treasury, the Department of Finance and as Head of the former Social Welfare Policy Secretariat on major policy issues. He has worked as a consultant for a variety of government bodies and undertaken a large number of consultancies for diverse organisations covering the public, private and voluntary not-for-profit sections of the economy.
Daryl has a Bachelor of Arts, majoring in Economics with First Class Honours from the University of Queensland. He won the Shell Scholarship allowing him to complete a Master of Arts, majoring in economics also with First Class Honours from Cambridge University in the UK. Daryl has lectured in economics, public finance and taxation theory at the Australian National University and the University of Calgary, Canada.
Max Walsh - Deputy Chairman
Max Walsh has for many years been one of Australia’s top economic and political commentators, highly regarded as a journalist, author and broadcaster. Throughout his career, Max has been involved in all dimensions of the media industry, which has encompassed positions with two of Australia’s largest publishing companies and television networks.
From 1974 – 1981 he was the editor and managing editor of The Australian Financial Review and then established Nine Network’s Sunday program. In 1983 he was made a member of the Order of Australia for his services to journalism. Max then became co-presenter of the Carleton-Walsh Report on the ABC before moving to Channel 10 as anchor for The Walsh Report.
From 1983 – 1998 Max was also a columnist and correspondent with the Sydney Morning Herald and the Melbourne Age, in 1998 he became the Editor in Chief of the Bulletin. He worked at the Bulletin until his recent retirement from the Editor at Large position in June 2007.
Previously a Dixon Advisory Client for many years, Max joined Dixon Advisory as Deputy Chairman in July 2007. At Dixon Advisory Max applies his wealth of experience to provide an independent view of the Economic and Political situation in Australia and Worldwide. This materially assists the Dixon Advisory team provide the highest quality of financial and investment advice to their client base.
Alan Dixon - Managing Director
Alan has been providing financial advisory services to corporations, institutions and individuals for over 15 years. At Dixon Advisory his primary role is to ensure that all clients receive Daryl Dixon and Max Walsh’s tried and tested financial strategies tailored to their individual needs.
This is done through an integrated system of specialists assisting clients in all aspects of their financial needs. Dixon Advisory provides a complete suite of financial services, employs over 240 people and has over $3.0 billion of funds under administration across over 3,500 self managed super funds.
Alan has extensive experience in Australian superannuation including major defined benefit funds such as the CSS, PSS, MSBS, DFRDB, SSS and SASS. He also has extensive experience across retail, industry and self managed super funds.
While at Dixon Advisory, Alan was one of the founding Directors of SLC Capital Limited a group that privatized the ASX Listed Softlaw Corporation Limited in late 2004. Over the next 4 years SLC Capital grew and changed the company until its ultimate successful sale to Oracle in late 2008 by the way of scheme of arrangement.
Prior to Dixon Advisory, he worked for various investment banks, including ABN AMRO (where he was an Associate Director in Mergers and Acquisitions and Equity Capital Markets) and Ord Minnett Corporate Finance.
Alan has a Bachelor of Commerce from the Australian National University and is a Member of the Institute of Chartered Accountants in Australia. Alan is a SPAA Accredited SMSF Specialist Advisor™.
Alan is a Director of Australian Masters Corporate Bond Fund Limited series which currently consists of 5 funds with over $250m of assets and is also a Director of the ASX listed Asian Masters Fund Limited and Global Resource Masters Fund Limited.
Tristan O'Connell - Finance Director
Tristan joined Dixon Advisory in October 2005 after ten years experience in financial and corporate management roles. Tristan's previous roles include being Financial Controller of the Prebon Yamane in Australia, one of the world's largest inter-dealer broker firms, along with more recently held senior finance roles for the Prebon Group in Singapore and London. Tristan has returned to Australia to be responsible for the financial management and growth of Dixon Advisory. Tristan has a Bachelor of Commerce from the Australian National University, is a member of CPA Australia, and is a Fellow of the Financial Services Institute of Australasia.
David Calvert - Managing Director, Superannuation
David joined Dixon Advisory in early 2002 with over 10 years of financial experience in a range of accounting and commercial roles. Together with Robert Turner and Alan Dixon, David was instrumental in the development of the SMSF Administration Division of Dixon Advisory. David established Dixon Advisory’s Sydney presence in 2006. In his role as Managing Director of our SMSF Administration Division, David is responsible for over 3,500 SMSFs with $3.0bn of assets under administration and over 150 staff including over 20 CPAs and Chartered Accountants with another 30 currently completing their qualifications. David has a Commerce degree from the University of Canberra and is a Member of CPA Australia.
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.
Alex MacLachlan - Managing Director, Funds Management
Prior to joining Dixon Advisory, Alex was an investment banker specialising in the natural resources sector, most recently serving as Head of Energy, Australasia, for UBS AG in Sydney and prior to that as an investment banker at Credit Suisse First Boston. During his career as an investment banker, Alex advised many of Australia’s and the world’s leading natural resources companies, working on over $100 billion in announced mergers and acquisitions and capital markets transactions for over 30 leading Australian and international natural resources companies including BHP, Woodside and Santos.
Before specialising in natural resources investment banking, Alex worked in the Japanese Government Bond derivatives markets in London, New York and Sydney. Alex has a Bachelor of Arts from Cornell University and a Masters of Business Administration from The Wharton School, University of Pennsylvania.
Chris Brown - Managing Director, Strategy
Chris is a member of the Dixon Advisory Investment Committee. Prior to joining Dixon Advisory, Chris was an Executive Director within the investment banking division of UBS AG in Sydney. During his 8 years with the firm, he provided capital markets and mergers & acquisitions advice to a wide variety of public and private companies both in Australia and overseas, with a particular focus on the provision of advice to industrial, utility, infrastructure, property and financial companies.
Chris's international exposure includes approximately 4 years in the UBS Mergers & Acquisitions Group in New York, where he was a Director and worked on transactions in chemicals, healthcare, consumer products, media, telecoms, technology, insurance and utilities. Prior to joining UBS, Chris worked in the Investment Banking Division of ABN AMRO, where his focus was the provision of advice to companies within the Australian property sector.
Before his career in investment banking, Chris worked for a Sydney based property funds management company and a chemical engineering and design company. Chris has a Bachelor of Chemical Engineering with 1st class honors and a Bachelor of Commerce both from Sydney University.
Nerida Cole - Executive Director, 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 complex defined benefit funds and self managed super funds. As well as assisting a portfolio of her own clients, Nerida is responsible for the training, development and mentoring of all of Dixon Advisory’s team of financial advisors Australia wide. Working closely with the firm’s Executive Chairman, Daryl Dixon, she is responsible for the firm’s policies and strategies in Financial Strategy Advice. Prior to joining Dixon Advisory, Nerida was a Financial Planning Manager at the National Australia Bank. Nerida is a Certified Financial Planner and also assists the FPA with reviewing content for CFP exams. Nerida also has a Bachelor of Commerce (UNE) and Advanced Diploma of Financial Services (Financial Planning).
Craig Cameron - Executive Director
Craig is an Executive Director of Dixon Advisory based in the Sydney Office.
Craig is an experienced advisor who has been providing investment advice on cash, fixed interest, equities and residential property to Dixon Advisory clients and their self managed super funds since 2003. During this time he was Director of the Sydney Investment Advisory team, which since opening has seen funds under management grow to over $1 billion.
In his current role, Craig focuses on providing property advice for individuals and self managed super funds. This includes determining the right wealth creation structure for each client, through to the research, selection and negotiation of investment grade properties tailored for each client’s needs.
Craig began his career within financial services with National Mutual in 1992 where he worked in the Insurance and Superannuation market before joining National Australia Bank. During his 8 years with National Australia Bank Craig held a variety of roles including National Private Banking and Financial Planning with NAB Business Banking helping clients with their superannuation strategies and investment advice.
Craig has a Bachelor of Financial Administration from the University of New England majoring in Accounting & Finance.
Chris Duffield - Executive Director, Head of Dixon Advisory Property
Chris heads the Dixon Advisory Property division. Since joining Dixon Advisory Chris has been responsible for raising over $500 million in equity across a diverse range of asset classes including Australian property, Australian and international equities, corporate bonds and commodities. Chris has extensive expertise in Australian residential, office and retail property.
Chris is a member of Dixon Advisory’s Investment Committee and has extensive experience in corporate finance and investment management. Prior to joining Dixon Advisory in 2003, Chris held various roles in the UK and Europe, including assisting with the Demerger and restructure of pharmaceuticals companies Allergan and AMO.
Since working with Dixon Advisory, Chris has acted as an advisor to clients with over $150 million of assets. Chris was previously the Director of Corporate Finance and joint head of the Canberra Office overseeing 120 staff and the training of all advisors in the style of investing that Daryl Dixon and Max Walsh had successfully applied to their own investments for over 40 years.
Chris is currently a director of the ASX-listed investment company van Eyk Three Pillars (ASX: VTP), holds a real estate agent’s licence in NSW, VIC and the ACT and is a licenced Auctioneer.
Chris has a Bachelor of Economics degree and a Bachelor of Information Technology degree both from the Australian National University. He is also in the final stages of completing a Masters of Applied Finance and Investment with FINSIA.
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.
Tom Kline - Director, Corporate Finance
Tom is responsible for Dixon Advisory's corporate transactions. His role includes business and product development, capital raisings, corporate actions and he works closely with the Investment Committee and the Funds Management team.
Prior to joining Dixon Advisory, Tom was an Associate Director at UBS AG in Sydney. During his time at UBS, Tom was a member of the Infrastructure and Utilities team and advised on a wide range of public and private M&A and capital market transactions. Tom advised some of Australia's largest infrastructure and energy companies.
Prior to joining UBS AG, Tom worked at Deloitte Corporate Finance. While at Deloitte, Tom worked in the Transactions Services, Business Modelling and Valuation Teams within the Corporate Finance Division. He worked on a range of due diligence assignments and independent expert reports.
Tom has a Bachelor of Commerce and a Bachelor of Laws with honours from the Australian National University.
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 leads the Sydney Investment Advisory Team and ensures 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.
Richard Hambly- Director, General Manager - Superannuation
Richard is a General Manager of the SMSF administration team based in Canberra. Richard joined Dixon Advisory in 2008, with over eleven years experience with one of the ‘Big Four’ accountancy firms. During this time, Richard gained extensive experience in providing advisory and assurance services to a wide range of public and private sector clients. Richard has Bachelor degrees in Commerce and Science from the Australian National University, and a Masters degree in Business and Environmental Management from the University of Newcastle.
Robert Turner - Executive Director - Superannuation
Robert is one of Australia’s most experienced Self Managed Super Fund administrators and accountants. Responsible for the day to day operation of the Administration Team, Robert has been involved in the growth of Dixon Advisory since early 2001.
Robert has a Commerce degree from the University of Canberra and is a CPA and a Registered Tax Agent as well as an SPAA accredited SMSF Specialist Advisor. Robert has over 20 years financial experience and has dealt with all levels of complex problems inside Self Managed Super Funds.
Andrew McPhillips - Director, General Manager - Superannuation
Andrew joined Dixon Advisory in 2005. Andrew has a Bachelor of Commerce from the Australian National University and has been a Chartered Accountant since 1996 and holds a CA Certificate of Public Practice. Andrew has in excess of 15 years experience in major accounting firms, in accounting, project management and systems implementation roles. Andrew is a General Manager of the SMSF administration team based in Melbourne and was one of the key directors involved in establishing the full service Dixon Advisory office in Melbourne. Andrew's previous role was as a Director of Deloitte.
Chris McCurdy - Director, General Manager - Superannuation
Chris joined Dixon Advisory in July 2007 and is a General Manager of the SMSF administration team based in Melbourne managing the accounting, administration and compliance requirements for our clients self managed superannuation funds. Chris was also one of the key directors involved in establishing the full service Dixon Advisory office in Melbourne.
Chris has over 15 years accounting experience across a wide range of industries both in Australia and the UK incorporating self managed superannuation fund accounting and financial management roles. Chris has a Bachelor of Commerce from the Australian National University and has been a member of CPA Australia since 2000.
Linda Wilson - Director, Technical Services
Linda is jointly responsible for all aspects of Technical Services at Dixon Advisory. Linda is an expert on all matters involving superannuation, taxation and ASIC compliance. In her role, Linda oversees the technical work in relation to the administration and accounting of over 3,500 self managed super funds annually and the insuance of over 3,500 Statements of Advice or Statements of Additional Advice to retail clients. Linda also is in charge of the development and implementation of Dixon Advisory's internal technical training regime which is Australia's leading internal SMSF training system. Linda also has a small portfolio of SMSF clients for which she is fully responsible. Prior to Dixon Advisory, Linda worked for KPMG in an advisory role providing taxation and financial advice to a range of public and private sector entities. Linda is a Chartered Accountant and has a Bachelor of Business from Charles Sturt University, a Diploma of Financial Services (Financial Planning) and is a SPAA Accredited SMSF Specialist Advisor™.
Tina Wilson - Director, Technical Services
Tina is jointly responsible for all aspects of Technical Services at Dixon Advisory. Tina is an expert on all matters involving superannuation, taxation and ASIC compliance. In her role, Tina oversees the technical work in relation to the administration and accounting of over 3,500 self managed super funds annually and the insuance of over 3,500 Statements of Advice or Statements of Additional Advice to retail clients. Tina also is in charge of the development and implementation of Dixon Advisory's internal technical training regime which is Australia's leading internal SMSF training system. Tina also has a small portfolio of SMSF clients for which she is fully responsible. Prior to Dixon Advisory, Tina worked for KPMG in an advisory role providing taxation and financial advice to a range of public and private sector entities. Tina is a Chartered Accountant and has a Bachelor of Business from Charles Sturt University , a Diploma of Financial Services (Financial Planning) and is a SPAA Accredited SMSF Specialist Advisor™.
Financial Advisors ACT
Financial Advisors NSW
Financial Advisors VIC
Managers- Superannuation ACT
Managers- Superannuation NSW
Managers- Superannuation VIC
Dixon Advisory Law
Property Advisory
Mortgage & Insurance Advisors
Investment Advisors ACT
Investment Advisors NSW
Investment Advisors VIC
You may like to look at a list of frequently asked questions if you have additional queries about Dixon Advisory and Superannuation Services and the assistance we can give you. A detailed description of what you may expect from a financial adviser and the specific services we can offer is provided on our Services page.