Family Wealth Management team

Our Family Wealth Management team aligns Investment Committee insights to individual client strategic wealth management strategies. As leading  wealth, investment and financial advisors, they help clients to manage investments, position assets for long-term wealth creation and capital security, and navigate the investment process with confidence. They also tailor wealth creation and protection, superannuation, Self Managed Superannuation Funds (SMSF), retirement and tax-effective strategies for our clients including optimising public service superannuation benefits and redundancies.

David Calvert - Dixon Advisory

David Calvert

Managing Director, Superannuation
BCom, CPA

As a member of the Leadership team and Managing Director of Superannuation, David Calvert brings significant expertise in self managed super funds (SMSFs), retirement and...

Alex Baroukh

Alex Baroukh

Executive Wealth Advisor
BCom(Actuarial&Fin), BEc, GradDipFP
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Ben Black

Ben Black

Wealth Advisor - Investments
BAppFin, BEc, DipFP, AFP®
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Craig Cameron

Craig Cameron

Executive Director
BFinAdmin
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Anthony Chiefari

Anthony Chiefari

Executive Wealth Advisor
BCom, MAppFin
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Alice Cowper

Alice Cowper

Executive Wealth Advisor
BCom, GradDipFP
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Randall Fulton

Randall Fulton

Associate Director
BBa, BEc, GradDipFP
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John Hogan

John Hogan

Wealth Advisor - Investments
BCom, BEc, SAA
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Nic Kelly

Nic Kelly

Associate Director
CFP®, BFin, AdvDipFS(FP)
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Damien Kennedy

Damien Kennedy

Director
CFP®, BBus(Acc), GradDipFP
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Brian Kim

Brian Kim

Executive Director
BCom, GradDipFP
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Justin Power

Justin Power

Director
BBus(Ec&Fin), MIntRel(Econ), MAppFin
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Nick Ries

Nick Ries

Associate Director
BBusMn, DipFP
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Rahulan Rukman

Rahulan Rukman

Associate Director
BFin, BEc, MAppFin
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Jessica Surlan

Jessica Surlan

Wealth Advisor - Investments
BCom, DipFP
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Hazel Tan

Hazel Tan

Associate Director
BCom, GradDipAppFin, MFin, CFP®
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Robert Tayoun

Robert Tayoun

Associate Director
CFP®, BCom, MAppFin
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Amiee Telfer

Amiee Telfer

Director
BCom, BEc, GradDipAF
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Daniel Thompson

Daniel Thompson

Wealth Advisor - Investments
BCom, DipFP, SAA
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Matthew Turner

Matthew Turner

Wealth Advisor - Investments
BAppFin, BEc, DipFP
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