As a Business Development Analyst, Isabella actively engages prospective clients and provides exceptional service and client satisfaction for the Private Client Team. Isabella started her career with Dixon Advisory in Melbourne, Australia as a Strategic Financial Analyst and later transferred to the Sydney office in 2017.
During Isabella’s tenure, she has worked closely with several senior Wealth Advisors and Directors to provide clients with tailored, strategic financial advice specifically focusing on tax effective wealth accumulation and retirement planning. Many years of experience supporting clients in Australia has provided her with the ability to provide excellent service to the Private Clients of Dixon Projects.
“Our clients’ satisfaction is paramount to everything we do, from an initial inquiry through to the completed project, we all work together as a team to achieve excellent results.”
Isabella received her Double Bachelor’s degree in Accounting and Finance from Latrobe University in Melbourne. While at University, she received a Scholarship from Platinum Asset Management for achieving excellent academic results in the area of Financial Planning. Isabella is also working towards attaining her Certified Financial Planning (CFP) accreditation.
In her spare time, Isabella enjoys kickboxing, travel and spending time with family and friends.