Executive Wealth Adviser
BCom(Fin), DipFP, CFP®
Mimi Gomez is an executive wealth adviser with a passion for empowering her clients to better understand and manage their personal finances by making confident decisions.
A key part of her role is to provide information on Dixon Advisory’s services to determine how we can help clients through the firm’s broad range of capabilities. Mimi also provides strategic financial advice on strategies relating to retirement planning, wealth accumulation, superannuation and personal tax effective strategies.
“Developing a deep understanding of my clients’ individual circumstances and financial objectives is the foundation of my role. This allows me to deliver a tailored solution to meet the specific needs of each of my clients,” said Mimi.
Before joining Dixon Advisory, Mimi worked for an online organisation which focused on delivering independent investment research and portfolio tracking tools for self-directed investors.
Mimi has completed a Diploma of Financial Planning from Kaplan and has attained her Certified Financial Planner® accreditation from the Financial Planning Association of Australia. She also holds a Bachelor of Commerce with Distinction majoring in Financial Services from the Australian Catholic University .