Jon Dickson - Coastal Advice Port Macquarie
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Jon Dickson

Financial Adviser

With 14 years in the finance industry, Jon is an incredibly knowledgeable and experienced financial adviser at Coastal Advice Group.

Jon’s extensive practice experience is backed by a plethora of education including a Bachelor of Business Administration, Master of Business Administration, and a Graduate Diploma of Financial Planning. It is this depth of knowledge and experience that allows Jon to achieve meaningful results for his clients.

Jon is passionate about educating his clients so they can make smart, informed decisions about their financial future. “One of the most rewarding and valuable parts of my role is being able to simplify often complex financial concepts and explain in a way that allows clients to better understand the decisions they are making. From understanding comes confidence, peace of mind and the realisation that the actions they are taking now will have a positive long-term effect on their financial wellbeing.”

For Jon, his financial planning career has been shaped by major economic events such as the Global Financial Crisis and more recently, the COVID-19 pandemic. Throughout these two economic crises, Jon’s calm, positive nature enabled him to support his clients to the other side and keep them on track to achieve their financial goals. In Jon’s words, “If you can get through major market corrections like these, you can get through anything!”.

Born in Newcastle, Jon has travelled and spent his life in some extraordinary places around the globe before he decided to settle in Ballina. He enjoys the easy-going lifestyle Ballina has to offer and is excited about what the future holds for the growing Northern Rivers region.

Jon’s personable and down-to-earth nature make him the perfect fit for the Byron Bay and Ballina community. It is Jon’s proactive approach and unwavering reliability that allow him to build and maintain trusted relationships with all his clients.

Specialises in:

  • Superannuation
  • Self-Managed Super Funds
  • Retirement Planning
  • Wealth Creation and Investment Advice
  • Insurance
  • Aged Care
  • Estate Planning

If you’d like to ask Jon any questions, please contact him by phone or email:

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