With a passion for investing, an interest in the dynamic nature of financial markets and an intimate, thorough understanding of Dixon Advisory’s service offerings, Madison Kennedy partners with clients to help them grow their family wealth. Her breadth of experience across accounting and investing makes her an integral part of the Family Wealth Management team and she very much enjoys the interaction with her clients believing it’s important to build a personal relationship with them.
Madison believes that the unique positioning of the firm’s Investment and Advice Committees provides an extra layer of confidence for new clients. She says, “We can tailor their unique and sound insights to individual client situations. Often people’s reactions to the impacts of market changes on their wealth stems from a personal level, so, it’s important to know what’s occurring behind the scenes so we can tailor our advice to suit. Clients don’t have to be constantly monitoring the media – we can provide information in a way that is timely and easy to understand”.
Madison believes it is important to be available as a ‘sounding board’ for our clients. She says, “If a client is interested in a certain stock or has read something of interest, they can contact us and discuss their thoughts directly. It’s vital to make rational, long-term decisions for family wealth that are based on solid fundamentals rather than speculation or emotion”.
Having first joined Dixon Advisory supporting clients with their self managed super funds, Madison later moved into Investment Advisory to pursue her passion for investing. Madison is now combining her across-the-board experience to support clients to build their family wealth, now and for retirement.
Madison holds a Masters of Applied Finance (Kaplan) and Bachelor of Laws and Bachelor of Finance from the Australian National University. She is accredited by the Stockbrokers Association of Australia to provide advice on securities and management and holds Graduate Diplomas in Financial Planning and Legal Practice.