How we help

We live and work to make a difference

In addition to the thousands of educational seminars and investment presentations we run for our clients, Dixon Advisory plays an active role in the communities where we operate. We do this by investing in local interests, donating time or financial support to a number of notfor- profit organisations across the arts, education and sport.

Local firm, global outlook

Dixon Advisory is a financial advice firm supporting over 8,000 Australian members to help optimise their wealth for retirement through Self Managed Super Funds (SMSFs). Our support includes year round investment, accounting, compliance and administration assistance—something we’ve been committed to for 30 years. As one of Australia’s premier SMSF providers, our team of more than 350 people work in Sydney, Melbourne, Canberra and New York to provide a global outlook for investing.

Our heritage

Motivated by an increased demand for financial advice in the wake of a complex new superannuation system, Daryl and Kate Dixon founded Dixon Advisory in 1986. They subsequently identified a need for professional advice to support early SMSF adopters and made it a priority to focus on providing specialist SMSF knowledge. The result is our tailored SMSF support service designed to assist clients with proactive advice and support in the management of their funds. 

Our founders

From the International Monetary Fund to the Australian Government’s Treasury and Finance departments, Daryl Dixon has long been a significant contributor to the global finance and investment community. A graduate of economics, it was while studying at the University of Cambridge that Daryl met his future wife Kate—also an esteemed scholar and the recipient of the University of Queensland’s University Medal.
 
Their son Alan joined Dixon Advisory in 2001 bringing with him a wealth of experience in chartered accounting and investment banking. Today Alan is Managing Director and CEO of Dixon Advisory USA and he works alongside our Australian Managing Director and CEO, Chris Brown to lead the business with integrity and progress the vision of our founders. In fact, Daryl and Kate remain as committed to the firm as they did from the very beginning with Daryl the firm’s Executive Chairman and Kate his Business Manager.

Our experience

For almost three decades our team of highly qualified accounting, investment, estate planning, insurance, mortgage, property and financial advice specialists have been collaborating to assess the risks and opportunities aligned with the goals of our clients. This has allowed us to develop innovative services and investment strategies designed to provide choice in different financial markets and market cycles.
 
This approach has also helped us build a reputation for delivering quality advice and administration services. 

Our commitment

Service and education underpin our commitment to our clients. We are passionate about establishing enduring partnerships based on traditional client service—advisors that know you by name and understand your personal goals. Just as important is our commitment to education.
 
We empower our clients to take control over their decision-making, supported by the global insights of our Investment Committee comprising financial, superannuation and investment experts who regularly share balanced market analysis across a broad range of asset classes.

Riding the investment rollercoaster

Patrick Broughton
Investment Committee Chairman

It was a volatile September in the equity markets. For the last two or three years, low interest rates and plentiful liquidity have helped drive values higher. Recently published data...

Learn More