Malcolm Dixon

Since entering the financial services industry in 2005, I have developed an extensive range of skills and knowledge. Core business is providing financial advice to individuals, families, companies and trusts.

Throughout my career I have gained valuable experience managing relationships and complex situations.

I am passionate and committed; each day I provide expert advice and exceptional service.

I continually seek to learn and operate within the requirements of the organization I represent and the Financial Services Legislation Amendment Act 2019 (FSLAA).

I am in the relationship business, building and maintaining life-long relationships; developing solutions and strategies to achieve the objectives and expectations unearthed.

My commitment to the industry is significant. I have completed a Graduate Diploma in Business Studies with an endorsement in Personal Financial Planning. I hold the designation of Certified Financial Planner [CFPCM] as well as Chartered Life Underwriter [CLU] which signifies my interest and commitment to the industry.

I believe my comprehensive knowledge of the industry, is balanced well with excellent interpersonal, planning and leadership skills.

I enjoy supporting others, sharing knowledge and working as part of a team. I am equally confident leading, following or getting out of the way.

I welcome new challenges and opportunities to learn. I embraced the chance to develop the well-established skill set I have learned from others.

I am a Financial Service professional with a comprehensive understanding of all matters financial.

As an experienced Certified Financial Planning professional, with a deep expertise in personal financial behaviour, I have learned that most require an ear during less favourable market conditions, encouragement as conditions improve, and from time to time confidence that everything will be ok.

• Certified Financial Planner [CFPCM]
• Chartered Life Underwriter