Name: Mr Alan Dixon
Registered on May 14, 2008
Membership Level: Corporate
Position Title: Managing Director
Member Profile: Alan Dixon has been providing financial advice to individuals, corporations and major institutions for over 12 years. His expertise extends to all areas of finance, with a particular specialisation in relation to superannuation including self managed super funds and defined benefit funds.
Alan has a Bachelor of Commerce from the Australian National University and is a Member of the Institute of Chartered Accountants in Australia.
Alan spent six years in Corporate Finance and Investment banking roles at firms such as ABN AMRO Corporate Finance, Credit Suisse First Boston and Ord Minnett Corporate Finance. This period working directly in Equity Capital Markets and Mergers and Acquisitions for major corporations has given Alan a strong ability to assess financial products made available to the clients of Dixon Advisory. This experience assists Dixon Advisory to ensure that it is involved only in strategies, products and transactions of the highest caliber.
Alan joined Dixon Advisory as Managing Director in January of 2001 when it was well established but a relatively small operation of less than 10 staff. Since this time, Dixon Advisory has grown considerably. Dixon Advisory now has over 2,400 SMSFs with over $2.0bn in funds under advice and administration, and staff of over 150 employees.
Favourite Quote: Take control of your superannuation savings
Business Name: Dixon Advisory & Superannuation Services Pty Limited
Web Site: www.dixon.com.au
Brief Business Profile: Dixon Advisory offers a unique approach to building and helping you secure your financial future. Founded by Daryl Dixon in 1986, Dixon Advisory has helped more than 12,000 Australians build wealth, assisting them to develop sound financial strategies tailored to their individual situation. These strategies include maximising the value of employer super funds, tax effective investing and the establishment, where appropriate, of self-managed super funds. Our experience is that with the best strategies, even conservative investments can yield excellent long run returns.
We provide a comprehensive administration service and, where requested, financial advice to over 2,400 self-managed super fund clients with a combined superannuation asset base in excess of $2.5 billion. Dixon Advisory is in the top five companies in terms of the number of self-managed super funds under administration.
Reflecting Daryl Dixon’s original and by now widely known and appreciated approach to financial advice, Dixon Advisory remains independently owned, holding our own specific Australian Financial Services Licence rather than relying on the licence of any major institution.
Business Telephone: 1300 883 158
Regions Serviced: Australia-wide
Australian HQ City: Canberra
Regional or Int'l HQ: