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.
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.
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.
We are very impressed with Fred his advice is very clear and to the point his help has resulted in our investment increase considerably.
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!
Dixon Financial GroupSuite 1, 153 Victoria St
Bunbury, WA 6230
- 9:00am – 4:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
- Adviser status Silver
- Number of reviews 8
- First year providing advice 2016
- Years of experience 7
- Bachelor of Commerce (Quantitative Portfolio Management)