Wealth Adviser – Strategy
As a Wealth Adviser in the Family Wealth Management team, Ashley provides tailored strategic financial advice to help clients meet their goals and objectives. This includes retirement planning and superannuation, tax-effective wealth accumulation, redundancy, Centrelink, and property and mortgage advice.
Being approachable and having open and honest discussions with clients is something Ashley places significant value on.
Ashley says, “Our clients are so varied, and each with different personal circumstances. It’s important I take the time to understand where they’ve been and where they want to head in retirement. On top of this, there’s a constantly moving economic and superannuation environment, so it is important for me to be there for my clients in case they have questions or want to call me to discuss what’s happening in their life and how the current circumstances may affect their financial future.”
Ashley’s background is broad – before entering the financial services industry, he worked in the education and tourism sectors. He also first joined Dixon Advisory as an analyst before moving into the Property team. His broad experience coupled with his approachable nature helps ensure open and honest discussions with clients – something Ashley places significant value on.
“One of the best parts of working for Dixon Advisory is the clear focus we have on working towards the best outcomes for clients. They can be assured our advice is in their best interests”.
Ashley has a Bachelor of Arts (History and Anthropology) from the University of Otago, an Advanced Diploma of Financial Planning from Kaplan Professional Australia and he has completed his Certificate IV in Finance and Mortgage Broking. Ashley is an AFP member of the Financial Planning Association of Australia and is currently studying the Certified Financial Planner® (CFP) Certification Program.