Sally Dixon

Sd Life Insurance & Wealth Advice Pty Ltd

Silver
9 Yrs Experience
Woree, QLD 4868
With a career expanding over 30 years, Sally has been self employed in the Financial sector for the over the last 20 years.  She is soon to graduate in a Associate Diploma of Finanical Planning and has done all her FASEA studies.  In addition to this she has a Diploma of Business Management and a Diploma in Mortgage Lending.  Sally is authorised to provide advice in retirment, superannuation, centrelink, self managed super funds, estate planning and persoanl risk advice.  Please refer to her web site to see all the areas of advice covered on her FSG.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 2
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualifications
    • Diploma of Financial Planning
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Sd Life Insurance & Wealth Advice Pty Ltd

Suite 20 Woree Plaza Business Centre, 12-20 Toogood Road
Woree, QLD 4868

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.95
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"I was seeking advice around super, investments, budgeting and estate planning. Sally has given me advice in these areas and explained all these areas very thoroughly and was very impressed with the 'whiteboard' illustrations and what I needed. She addressed each of my questions in great detail, understood my goals & objectives and through her knowledge and experience I feel extremely confident that the advice provided to me is going to meet my needs and my long term goals. Sally has always provided excellent service and care when I needed it. Very happy that I have seen Sally to help me on my journey."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sally has an exceptional knowledge to help business owners, her vast experience shows through in the way she is able to explain the situation"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates

Qualifications & Training

Commercial Law for Tax (Financial) Advisers

Level
0 - Training / Exam / Other
Institution
TAFE Higher Education NSW
Completed
2016

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Monarch Institute
Completed
2013

Diploma of Business Management

Level
5 - Diploma
Institution
TAFE Higher Education QLD East Coast
Completed
2004

Advanced Diploma of Financial Planning

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

Diploma of Financial Services (Finance and Mortgage Broking Management)

Level
5 - Diploma
Institution
The National Finance Institute (NFI)
Completed
2010

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

SMSF Association (SMSF)

Membership type
Associate
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