CFP®, BCom(LibSt), DipFS(FP)
Erin has been with the firm since 2011 and is an experienced senior financial adviser focused on providing strategic financial advice tailored to her clients’ individual circumstances and objectives.
She specialises in tax-effective wealth creation, superannuation and retirement planning, wealth protection and government benefits, supporting many clients in the pre-retirement or retirement phase.
Before joining Dixon Advisory in 2011, Erin worked with a team in the Private Wealth Management division at UBS in New York City, servicing high-net-worth clients in tax and portfolio management. She credits her mentor at UBS with influencing her own approach, having shown her the direct link between fostering positive long-term relationships with clients and helping them obtain successful outcomes.
Erin has a Bachelor of Commerce (Liberal Studies) with Distinction from the University of New South Wales, majoring in Finance and Accounting. She is a Certified Financial Planner® (CFP) and has a Diploma of Financial Planning from Kaplan Professional. In 2014 Erin was awarded the inaugural Gwen Fletcher Memorial Award for the highest achieving student in the CFP® Certification Program.