Carrington Financial Services is headed by a team of Directors, who also serve as the lead Financial Planners . Working in tandem, each of the Directors bring a welcoming attitude and fine attention to detail.
Behind our Directors and Financial Planners sit a dedicated team of Client Services Officers and Managers who support clients in the implementation of strategies and are always ready to answer your questions.
Together, we work to maximize the wealth of our clients through personalised solutions, creating long-term trusting relationships.
Nella entered financial planning in 1996 following 9 years in various law firms. Nella joined Carrington Financial Services in 2018 and became a Director and Shareholder in 2019.
As a self-proclaimed “numbers person”, Nella enjoys the strategic side of financial planning by creating and implementing personalised plans for her clients with the knowledge they will experience the benefits of the plan over time. Building long term relationships with her clients, watching them year on year reach their goals and live their dreams is what makes coming to work so rewarding for Nella.
Nella relishes the variety of challenges that each day brings and is excited for the future of Carrington as it continues to grow. She is a massive advocate of building professionalism in financial services and cannot wait to see what the future holds.
In her spare time, you will find Nella in the kitchen cooking up a storm or in her backyard relaxing by the pool. You may also find her spending holidays with family and friends at the beach or by the river.
Jason has been in the financial industry since 1992, with roles in banking institutions and credit unions. In 2013, he become a Director and Shareholder of Carrington Financial Services.
Jason performs two roles at Carrington: as a Financial Adviser, where he works directly with clients; and as a Director, running and managing the business as well as the Carrington Financial Holdings license. Jason enjoys seeing clients in the office as well as regular visits to regional South Australia. Jason enjoys setting clients up for the next stage in life, especially those looking at retirement. He appreciates that every client’s personal situation is different.
Jason ensures that all necessary systems and checks are in place to be able to deliver the services that Carrington promise. Jason balances working “on the business” with working “in the business”.
Jason is heavily involved in junior coaching at his basketball club, the Forestville Eagles, with his wife, Kylie. He is on various committees at the club and both of his children, Lily and Poppy, now play for the Eagles. In recognition of his many years of service as a Forestville Eagle, the club recently unveiled the show court as ‘The Jason Dix Court’ with his signature etched on the hardwood. Jason has been a long-time sports radio host on community radio station, Coast FM, where you can still listen to him on Thursday nights talking about his long-suffering Carlton Blues.
Steven has been involved in financial planning since 2006, his first role at a major bank, followed by over a decade at a number of holistic financial planning and accounting practices.
Steven has recently been appointed as a Director of Carrington. He offers a different perspective on client’s financial situation by way of whiteboarding and visual aids. He likes to think outside the box and provide a refreshing approach to assisting people with their financial needs.
The best part of the role, in Steven’s opinion, is to build strong rapport with clients, allowing them to relax and feel at ease as they begin to ponder retirement. Steven is also working with a number of clients who are still establishing careers and accumulating wealth, looking for guidance on how to best navigate through the various complex and legislative changes we are faced with every day.
Steven is a big advocate of continuing education, and believes just like other working professionals, learning something new every day and growing incrementally adds value to his role as a Financial Adviser and the clients he sees. He is also a Mentor to aspiring financial planning students, helping to coach the next generation of Financial Advisers through the ever-changing landscape of the industry.
On the weekends, Steven loves finding new coffee and brunch spots across Adelaide, and spending time with his ever growing family.