Wealth Adviser – Investments
BBus, BA, SSA, GradDipFP, MF
Angus Russell is an adelaide-based wealth adviser dedicated to supporting his clients to meet their financial needs by assisting with capital growth, preservation and risk management strategies.
He also draws on the expertise of Dixon Advisory’s in-house Investment Committee, which consists of some of Australia’s leading financial and investment professionals, to provide his clients with a local and global perspective in the management and growth of their wealth.
“Navigating complex markets can be very difficult without the right expertise to back you up. I really enjoy helping clients find the right balance between generating sufficient income and maintaining capital security, especially in the situation where traditionally safe investments might not be performing so well,” says Angus.
He first joined Dixon Advisory as an Investment Analyst, where he worked with senior advisers to support their clients. After a secondment to the Dixon USA office, he returned to Dixon Advisory in Melbourne where he now has long-term relationships with his own clients predominantly based in South Australia.
“It’s vital to be there when clients need you – and it’s something Dixon Advisory genuinely cares about. It’s all well and good to be there when investments are performing well, but guiding clients through more volatile markets is one of the most important things we do.”
Angus has a Bachelor of Business (International Business) and a Bachelor of Arts (International Studies) from The University of South Australia, a Master of Finance from RMIT, and a Graduate Diploma of Financial Planning from Kaplan Professional. He is also accredited with the Stockbrokers Association of Australia.