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.

Brian Kim - Dixon Advisory

Brian Kim

Executive Director
BCom, GradDipFP

Brian Kim leads the Sydney Family Wealth Management team with strategic financial and investment advice. Whilst based in Sydney, Brian also supports clients in Brisbane....

Amy Atkinson

Amy Atkinson

Wealth Advisor
BFin, DipFP, CFP®
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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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Anthony Chiefari

Anthony Chiefari

Executive Wealth Advisor
BCom, MAppFin
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Ryan Cormican

Ryan Cormican

Director
CFP®, BEc, MAppFin
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Alice Cowper

Alice Cowper

Executive Wealth Advisor
BCom, GradDipFP
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Erin Coyle

Erin Coyle

Director
CFP®, BCom(LiberalStudies), DipFS(FP)
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Rachael Eastman

Rachael Eastman

Executive Director
CFP®, BCom, BActSt, GradDipFP
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Lee Eaton

Lee Eaton

Director
CFP®, BCom, BAsS, GradDipFP
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Randall Fulton

Randall Fulton

Associate Director
BBa, BEc, GradDipFP
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Mimi Gomez

Mimi Gomez

Executive Wealth Advisor
BCom(Fin), DipFP, CFP®
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Laura Hillier

Laura Hillier

Associate Director
CFP®, BMaths&Fin, GradDipFP
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Katie Loveday

Katie Loveday

Director
BA(Com), GradDipCA
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Alex O'Brien

Alex O'Brien

Director
CFP®, BAppFin, BEc, GradDipFP
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Francois Scheepers

Francois Scheepers

Wealth Advisor - Investments
MFin, MProf Acc
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Jessica Surlan

Jessica Surlan

Wealth Advisor - Investments
BCom, DipFP
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Hazel Tan

Hazel Tan

Director
BCom, GradDipAppFin, MFin, CFP®
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Robert Tayoun

Robert Tayoun

Director
CFP®, BCom, MAppFin
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Matthew Turner

Matthew Turner

Associate Director
BAppFin, BEc, DipFP
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George Wong

George Wong

Wealth Advisor - Insurance
BCom(Hons), DipFP, AFP®
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