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Mortgage & Insurance Advisors
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Nerida Cole - Director, Insurance and Melbourne Advisory
Nerida Cole joined Dixon Advisory in 2005 as a Senior Financial Advisor in Canberra following two years as a Financial Planning Manager in National Australia Financial Planning. Prior to that Nerida worked in the Commonwealth Department of Finance and the ANZ Bank. Nerida has experience providing financial advice to a wide variety of clients from State and Federal public servants – including executive level, pre-retirees from major companies, small business owners, young people starting their careers, and self funded retirees. In her role as Director Insurance and Melbourne Advisory, Nerida's responsibilities are to ensure all Melbourne clients receive Daryl Dixon and Max Walsh’s tried and tested financial strategies tailored to their needs as well as the training and development of Melbourne's Advisory team and the management of the group's personal insurance division. Nerida has a Bachelor of Commerce (UNE) Advanced Diploma of Financial Services (Financial Planning) and has successfully completed the study for the Certified Financial Planner course.
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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, FFin, AFPA, CMC, FMFAA and has an Advanced Diploma in 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 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.
Mark King - Financial Advisor
Mark joined Dixon’s Melbourne Advisory team in 2007, after a successful career as a Management Consultant with a leading global consulting firm. Having worked across the Canberra, Sydney and Melbourne offices Mark has gained extensive exposure to Daryl Dixon’s key financial planning strategies and advising styles. Specialising in pre and post-retirement planning, ComSuper defined benefit schemes, and risk mitigating strategies Mark distinguishes himself by his absolute commitment and willingness to assist individuals and couples maximise their financial position and achieve a comfortable retirement. Graduating from Monash University in 2004 with a Bachelor of Business Management, Mark is fully licensed to provide financial advice and is in the final stages of completing his Graduate Diploma in Financial Planning with FINSIA.
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