Financial Adviser · BRONTE, NSW

Danielle Lee Dixon

BRONTE, NSW
12 Years experience
Tax advice
authorised
ASIC Registered · ADV 001005747
Currently at
Bronte, NSW (firm address)

About Danielle Lee Dixon

Danielle Lee Dixon is a financial adviser based in Bronte, New South Wales, with 12 years of experience in the financial services industry since 2014. Danielle is currently authorised under Aged Care Steps. Danielle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Danielle's qualifications include a Master of Financial Planning from Kaplan Professional. Danielle is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2005
Bachelor of Science
University of Western Australia
2008
Diploma of Financial Services (Financial Planning)
Kaplan Education
2017
Graduate Diploma of Financial Planning
Kaplan Professional
2020
Master of Financial Planning
Kaplan Professional

Registration History

Jul 2023 - Present Current
May 2014 - Oct 2022 Ceased

Source: ASIC Financial Advisers Register