Courtney_Mandel_Executive_Wealth_Advisor_Family_Wealth_Management_team

Courtney Mandel

Executive Wealth Adviser

BA(Ec), GradDipFP, SAA

Developing and maintaining strong relationships with clients and being available to talk openly through any concerns they may have about their holdings or the market is an important part of Courtney Mandel’s role as Executive Wealth Adviser.
 
As a member of the Melbourne Family Wealth Management team, Courtney tailors the views and recommendations from the Investment Committee to suit clients’ individual situation, goals and risk profile.
 

“It’s important for me to know my clients and maintain a close relationship with them to ensure my advice is most appropriate for their needs and objectives,” Courtney said.

“I enjoy the interaction and make sure I listen and understand what my clients are saying, as well as talk through any issues that concern them, giving them background and helping them see the big picture."

“Investors need to be resilient and not startled by movements in the market. I help my clients take a step back and maintain a long-term view.”

According to Courtney, Dixon Advisory clients benefit from the experience and knowledge of the Investment Committee, which provides a consistent approach to investment advice across the firm.

Originally from New York, she fell in love with Melbourne while completing a semester of her degree at Melbourne University. Previously, she worked with Bloomberg L.P. in the US on trading systems, data and client calls.

Courtney has a Bachelor of Arts (Economics) from Occidental College, Los Angeles, and a Graduate Diploma of Financial Planning from Kaplan Professional Australia. She is RG 146 accredited by the Stockbrokers Association of Australia to provide investment advice.

 

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