About Us

Your Partner in Achieving Your Financial Goals

Our mission is providing high-quality care and service to our clients, with a commitment to excellence, respect, and integrity. We uphold the highest ethical standards in our relationships, ensuring advice is in the client’s best interests.

In a rapidly changing world, we are dedicated to adapting and turning change into opportunities to meet our clients’ dreams and desires.

Our ultimate purpose is to enrich the lives of everyone we touch.

Clients Served

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Mission

The mission focuses on providing professional, client-focused services, building strong relationships, and maintaining ethical standards in delivering high-quality financial advice and products. Key components of the mission are:

Providing high-quality care and personalized services to clients.
Maintaining professionalism, integrity, and trust in client relationships.
Offering competitive financial products that reduce risk and increase assets.
Helping clients meet their goals and build better futures.

Vision

The vision is to be recognized as a trusted and professional financial advisory service that genuinely cares for clients and helps them build a brighter future. The company envisions:

Being known for professionalism, trustworthiness, and stability.
Building long-term relationships with clients.
Adapting to change to meet clients’ evolving needs and desires.
Enriching the lives of clients by helping them achieve financial security and success.

The Complete Family

Sally Dixon

Sally Dixon

Grad Dip FP, Dip FS, Dip Bus Man, Dip MG, CDec Principal
Authorised Representative

Adviser Profile

Financial Service Guide

I am a financial adviser and director of SD Life Insurance and Wealth Advice, a boutique financial planning company in Cairns, specializing in Personal and Business Risk Insurance, Superannuation, Wealth and Retirement Planning.

My career in finance started in 1983 working in the banking sector. After being retrenched, I started my own finance brokering business in 1999 known as SD Loans and Leasing in Cairns.

I love building great relationships that often turn into friendships and I am passionate about helping people. During my years in the financial services industry I have expanded my product offering to include a suite of services that I tailor to each client based on their individual needs and circumstances. As well as helping my clients, I am passionate about tailoring solutions for small business and addressing the issues they face in running their respective enterprises.

Our business has a strong client focus, and our driving desire is to meet the needs and expectations of our clients in a timely and efficient manner.

Neville Brunton

Neville Brunton

Grad Dip FP, AS Dip Bus Man, JP, CertA & WT Financial Planner
Authorised Representative

Adviser Profile

Financial Service Guide

Neville’s in-depth knowledge of retirement planning, insurance, superannuation including SMSFs and investment strategies adds considerable value to the financial outcomes he can deliver to his clients. Neville is passionate about protecting clients and their families. Neville’s has a strong focus and through the understanding of implementing Buy-Sell Agreements for Business Clients and complementing that with a Complete Business Succession Plan. He takes on the responsible for the administration and management of clients and their individual needs. Neville’s high level of understanding and attention to detail greatly assists in effective communication between our clients, insurance companies, and other key stakeholders to ensure the best possible outcome for our clients from inception.

Neville brings great value to the business. His passion for learning, developing and implementing new strategies to assist clients, is further complemented by his ongoing studies in the Financial Planning industry.

Tracey Depiazzi

Client Services/Practice Support

Financial Service Guide

With over 30 years of experience in the financial planning industry, Tracey has held roles in client services, administration and paraplanning. She continues to learn and believes this industry assists and supports people to reach their financial goals and have peace of mind. Believes this as being the ‘front and centre’ in all of her work and values being productive and hard working in day to day work and puts in every effort to achieve her goals in life.

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About Us

Your Partner in Achieving Your Financial Goals

Mission

Vision

The Complete Family

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