Executive Wealth Adviser – Investments
Alison Rodriquez is a wealth adviser working out of the Melbourne office. She provides tailored investment advice to self managed super fund trustees and their families based on the expertise and guidance of the Dixon Advisory Investment Committee.
“I enjoy working closely with my clients to understand their personal needs and requirements and building quality investment strategies for them.
“The Dixon Advisory difference is that clients also benefit from receiving personal advice based on the strategies of our highly qualified Investment Committee.”
Previous to Dixon Advisory, she gained experience working at two global investment banks as well as Evans & Partners in Melbourne and New York.
She commenced her career as an Analyst at Goldman Sachs JB Were. From there she worked at Evans & Partners as an associate adviser before taking up a role with Morgan Stanley in New York where she worked in the company’s Capital Markets Group and gained valuable experience across global equity and capital markets.
Alison has a Bachelor of Business from Monash University and a Graduate Diploma in Applied Finance and Investment from Finsia. She’s also on the Board of Fintona Girls’ School and a committee member of Tourmont Inc. – The Margaret Cunningham Endowment Fund.