Partnering with Engineers Australia
Engineers Australia (EA) has established its reputation as the largest and pre-eminent body for engineers in Australia. EA represents and serves the needs of more than 100,000 members nationwide by providing training, development and community initiatives.
Just as Engineers Australia looks after the needs and interest of its members, Dixon Advisory has been helping Australians grow and manage their wealth for more than 30 years.
We value our partnership with Engineers Australia and have provided members with investment advice, self managed superannuation solutions and expert insights to help them effectively manage their financial future.
How can this help you?
Following the successful launch of our financial education program, we are hosting a range of informative seminars throughout 2018, designed specifically for EA members. These seminars can help you navigate the opportunities and challenges presented by today's dynamic economic and investment environment.
We're also pleased to exclusively offer:
- Financial Health Checks* where we can help you better understand some of the investment and tax effective strategies available to help grow and manage your life savings.
At Dixon Advisory, we help our clients to identify, prioritise and achieve their financial goals by assessing their overall situation and developing a customised strategy for long-term wealth creation and capital security. Some of the key areas we provide advice include:
- transition-to-retirement strategies
- working out an effective super structure for you
- proactive investment advice
- estate planning and intergenerational wealth transfer strategies
- help you manage public service superannuation benefits.
Pre-retirement super strategies
Find out what the super changes could mean for you, especially if you’re planning to retire soon, or are currently making the transition-to-retirement. We’ll offer you some investment insights and ideas to add to your own retirement planning checklist which may help optimise your super.Book now
Prefer to speak to someone directly?
Managing Director, Superannuation
As a member of the Dixon Advisory leadership team and Managing Director of Superannuation, David Calvert brings significant expertise in self managed super funds (SMSFs), retirement and investment strategies to Dixon Advisory’s clients.
As the head of the Brisbane office, David is committed to building the firm’s presence in south-east Queensland and northern NSW. He is responsible for overseeing the administration of more than 4,500 SMSFs with approximately $6.5 billion in assets, and is also an expert presenter at the firm’s regular SMSF education seminars.1300 270 157 [email protected]
CFP, BEc, MAppFin
Ryan is a senior advisor and a member of the leadership team in Sydney. Ryan’s role is educating clients on Dixon Advisory’s broad range of capabilities and how we can help them navigate the complex world of taxation, super and investments.
Ryan believes in building long-term, personal relationships with his clients, one of the core values embraced by founder Daryl Dixon. “I feel fortunate to have witnessed first-hand the attention, care and respect Daryl Dixon has for his clients. His treatment of his clients continues to reaffirm my decision to choose advisory as a career.”02 8622 9199 [email protected]
BFin, LLB, MAppFin, GDLP
Madison is a member of the leadership team in Canberra, and has a breadth of experience in wealth management. With a passion for investing, an interest in the dynamic nature of financial markets and an intimate, thorough understanding of Dixon Advisory’s service offerings, Madison partners with clients to help them make the most of their family wealth. Her expertise and passion makes her an integral part of the Family Wealth Management team.
After speaking with Madison, you can make a more informed decision about whether the solutions Dixon Advisory offers may be suitable for your circumstances.02 6162 5538 [email protected]
BCom (AccFin), CA
Kane Miller is a qualified chartered accountant and member of the leadership team in Melbourne. One of his key responsibilities is leading our education seminar program in Melbourne.
As a self managed super fund (SMSF) specialist with over a decade’s accounting experience, Kane draws on his expertise to assist clients and mentor staff. After speaking with Kane, you can make a more informed decision about whether the solutions Dixon Advisory offers may be suitable for your circumstances.
Director, Family Wealth Management
CFP®, BIntBus, DFS, GAICD, MAppFin, MBA, SAA, ADA1
An experienced investment and strategic financial advice expert, Larissa Hall provides tailored quality investment advice in line with the Investment Committee’s recommendations to suit client’s individual goals, needs and preferences.
Larissa also provides strategic financial advice that is tailored to her clients’ individual circumstances and objectives. She specialises in tax-effective wealth creation, superannuation and retirement planning, wealth protection and government benefits. After speaking with Larissa, you can make a more informed decision about whether the solutions Dixon Advisory offers will be suitable for your circumstances.