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Wealth Management & Specialist Financial Advice for Not-For-Profit & For-Purpose Organisations
Having spent over a decade in the financial advice industry my journey has evolved and been refined over time.
I now focus on my services within two specialist teams at Canaccord Genuity Australia.
The first team provides Financial Advice services for wealthy families and individuals. Focusing on providing strategic solutions and ongoing investment advice. Allowing clients to control their financial direction whilst reducing their time spent dealing with the day-to-day requirements of managing this themselves.
The second team was formed to provide specific investment & governance services to the Not-For-Profit and For-Purpose organisations in WA and across Australia. The team has been formed within Canaccord Genuity with a select number of professionals to provide the necessary skills and expertise to meet the needs and requirements of these organisations. Our expertise covers investment management, governance, risk management and client servicing. Our mission is to empower NFP and For-Purpose organisations through sound investment stewardship and governance, so they can continue to provide their much-needed services to our communities across Australia.
Authorisations
Kent Dixon can advise on the following product areas
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Life Products
- Managed Investment Schemes
- Retirement Savings Account Products
- Securities
- Superannuation
Kent is accredited to provide tax (financial) service advice.
Qualifications
- Australian Institute of Company Directors Course, AICD, 2016
- Certified Financial Planner, FPA / FAAA, 2013
- Bachelor of Commerce, Curtin University, 2009