Fred Adlam

Dixon Financial Group

4.85
8 Reviews
Silver
6 Yrs Experience
Bunbury, WA 6230

Recent reviews

Dixon Financial Group

88 Spencer Street
Bunbury, WA 6230

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 8
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Bachelor of Commerce (Quantitative Portfolio Management)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Rm Capital Pty Ltd

AFSL 221938

4.85
8 Reviews
5
4
3
2
1
4.85
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"My wife and I approached Fred following the recommendation from a work colleague. We were in a situation where our equities based portfolio being managed by a stockbroker was under performing and mismatched to our desired risk profile. Fred advised on the best approach to exit the equities and transferred into managed funds. Being cautious we only transferred a portion of the portfolio to Fred to see how his strategy performed. We're very happy with his service and investment recommendations that we've since transferred more funds over to manage."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Fred has been amazing with professional advice, and assisting me with budgeting, super savings, and how to build wealth. Fred is clearly very knowledgeable and I am confident in all advice he gives me. I do not hesitate to recommend Fred to friends and family as a trusted, friendly and expert financial adviser."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Fred has always been available when needed and is always more than happy to help. He is helping us manage our super funds and has given excellent advice in this regard."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are very impressed with Fred his advice is very clear and to the point his help has resulted in our investment increase considerably."

  • Superannuation
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"We decided to take a more informed approach to managing our Superannuation and Fred has helped us with his knowledge in this area. Fred made himself available at any time and even meeting us at our home and was very attentive to all of our decision making process. We have been extremely happy, as new clients, with Fred's advice and look forward to maintaining a long partnership. Thanks Fred!"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Fred was our first experience with a financial adviser. He made us feel comfortable and spoke clearly with us. He fully discussed the proposal he had worked out and we felt comfortable with the decisions we made after further reading and discussion of the documents he had prepared. We felt very comfortable with the information he presented regarding our superannuation options. Thank you."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Fred has been amazing with professional advice, and assisting me with budgeting, super savings, and how to build wealth. Fred is clearly very knowledgeable and I am confident in all advice he gives me. I do not hesitate to recommend Fred to friends and family as a trusted, friendly and expert financial advisor"

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Fred has given me advice in areas including loan products, self managed super funds and managing debt. Fred was usually able to explain things to me in a clear way. Through Fred's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Fred's full care and attention when I needed it."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Monarch Institute
Completed
2020

Bachelor of Commerce (Quantitative Portfolio Management)

Level
7 - Bachelor Degree
Institution
Stellenbosch University
Completed
2000

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Monarch Institute
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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