Dixon Financial Group

Dixon Financial Group is a locally owned and operated financial advice and planning business serving the South West since 1991. Jon Dixon is the Managing Director and Financial Adviser, and has been a licensed financial adviser for more than 30 years. He completed his Advanced Diploma of Financial Services (Planning) and holds an Honours Degree in Applied Science.

Fred Adlam is a Financial Adviser who began working at the firm in March 2012. He has an Honours Degree in Commerce, an Advanced Diploma of Financial Planning and a Cert IV in Finance & Mortgage Broking, and has been working in the financial services industry for over 20 years. Helen Willis is the SMSF Administration Officer and started with the firm in 2018 as Receptionist, moving into her current role in 2022. Renae Sellenger is the Client Onboarding Officer responsible for reviewing Statements of Advice (SOAs), overseeing advice implementation, and supporting advisers.

Livana (Liv) Martinez is the Trading Officer responsible for the execution of client trades across a range of investment and superannuation platforms, including direct ASX trading. Melanie (Mel) Cox is the Administration Officer supporting the team with administrative duties including document preparation, record management and client correspondence. Pearl Kitto is the Receptionist and first point of contact for clients and visitors. Dixon Financial Group offers services in superannuation, investment, insurance, estate planning and debt management.

Dixon Financial Group in Bunbury has drawn feedback from two clients who both found the practice approachable and easy to deal with. One describes an outstanding experience, noting that the team made the process simple and stress-free from the beginning, remained transparent and knowledgeable, and took time to understand personal goals without overcomplicating matters.

The same account highlights the cost effectiveness of the services, describing the advice as sound value. The second client simply records that the advisers were helpful and easy to talk to, a point echoed in the longer account's emphasis on clear, comfortable communication. The practice advises on financial planning from its Victoria Street office during weekday business hours.