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Mortgage & Insurance Advisors
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Nerida Cole - Director, Insurance and Melbourne 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).
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Peter Beverley - Head of Mortgage Advisory Services
Peter is one of Australia’s most senior and well recognised Mortgage Advisors with over 20 years experience in both Wholesale and Retail Mortgage Services. Peter has extensive experience in all aspects of mortgage structures, products and appropriate advice. Peter has a B.A (Hons) in business studies and is a Fellow of the Chartered Institute of Management Accountants (FCMA) in the UK. He is also a CPA (FPS), FFin, AFP, CMC, FMFAA and has an Advanced Diploma of Financial Services (Financial Planning). Peter has served in the main board of the MFAA and is a current NSW/ACT Councillor.
Lee Eaton - Associate Director, Head of Canberra Financial Advisory
Lee Eaton joined Dixon Advisory’s Financial Advisory team in 2006 as a Financial Analyst and has since gained specialist knowledge of both NSW and Federal public sector superannuation schemes. By providing direct support to Daryl Dixon, Lee has gained extensive exposure to Daryl’s key planning strategies in both the wealth accumulation and retirement phases. Lee has both a Bachelor of Commerce, majoring in Finance and International Business, and a Bachelor of Asian Studies from the Australian National University as well as a Graduate Diploma in Financial Planning from FINSIA.
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