Sally Dixon

Sd Life Insurance & Wealth Advice Pty Ltd

Gold
11 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 25 years.  She has just completed her Grad Diploma of Financial Planning.  In addition to this she has a Diploma of Business Management and a Diploma in Mortgage Lending.  Sally is authorised to provide advice in retirement, superannuation, center link, self managed super funds, estate planning and personal 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
My fees
Get in touch

We charge a consult fee for any potential new clients of $250 + gst for a one hour meeting. In that meeting the client can ask questions and we will provide general advice and explain the advice process and the importance of goal setting and having a financial coach

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2013
  • Years of experience 11
  • Highest qualification
    • Graduate 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

RetireInvest

AFSL 238429