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 & Vision

We strive to be recognized as a trusted and professional financial advisory service that
genuinely cares for clients and helps them build a brighter future.
Our mission focuses on the following:

Provide professional, client-focused services
Develop strong relationships through integrity and trust
Maintain ethical standards in delivering high-quality financial advice and
products.
Help clients meet their goals and build better futures

The Complete Family

Sally Dixon

Sally Dixon

GDFP, CRPC®, ABFP®, DipBusMgmt, DipMortLend, CDec, Principal
Authorised Representative

Adviser Profile

Financial Service Guide

SD Life Insurance and Wealth Advice, a boutique financial planning company in Cairns, led by director Sally Dixon, who specialises in providing advice for both business and consumer clients. The areas of specialty include Retirement Planning, Wealth Advice, Superannuation (including SMSF), Risk Insurance, Buy-Sale Agreements for Business Partners, and Estate Planning.

Having worked in the finance sector since 1983, I established my own business in 1999. I’ve expanded my professional offering to include a suite of solutions in the financial services and general insurance industries to help and support clients with a one-stop shop approach under the one roof.

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

GDFP, CRPC®, ABFP®, JP (Qual), 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 thorough 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

With over 30 years of experience in the financial planning industry, Tracey has held roles in client services, administration and paraplanning. Tracey continues the evolution of learning in this industry to help support clients achieve their life goals and have peace of mind.

About Us

Your Partner in Achieving Your Financial Goals

Mission & Vision

The Complete Family

Planning for a better tomorrow?