Jonathan Dixon
Financial Adviser
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About
Jonathan Dixon is an ASIC-registered financial adviser based in Bunbury, WA, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. With an Advanced Diploma of Financial Planning from Tribeca (2005) and accreditation as an SMSF Specialist Advisor from the SMSF Association (2023), Jonathan possesses a strong foundation of knowledge and specialized expertise. As a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, Jonathan adheres to the highest professional standards and ethical conduct. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Jonathan is committed to providing tailored financial solutions to meet your unique needs. Key services include: • Superannuation advice • Retirement planning • Insurance solutions • Wealth management • Investment advice • SMSF advice Ready to take control of your financial future? Contact Jonathan Dixon today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Jonathan Dixon offer?
Jonathan Dixon provides advice on a broad range of financial matters, including superannuation, retirement planning, insurance, wealth management, and investments. He is also an SMSF Specialist Advisor.
What qualifications does Jonathan Dixon have?
Jonathan Dixon holds an Advanced Diploma of Financial Planning from Tribeca and is an SMSF Specialist Advisor accredited by the SMSF Association. He is also a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
What can I expect during a consultation with Jonathan Dixon?
During your initial consultation, Jonathan will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a tailored financial plan designed to help you achieve your objectives. He will explain everything clearly and answer any questions you may have.
How does Jonathan Dixon stay up-to-date with changes in the financial industry?
Jonathan is committed to ongoing professional development. As a member of the FAAA and the SMSF Association, he regularly attends industry events and completes continuing education courses to stay informed about the latest changes in legislation, regulations, and investment strategies.
How does Jonathan Dixon get paid for his advice?
Jonathan's remuneration will be fully disclosed and agreed upon upfront. This may be a fee for service, commission, or a combination of both. He is committed to transparency and ensuring you understand the cost of his advice.
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