Alysia Laird

Zebra Tailored Wealth

Platinum
17 Yrs Experience
Macquarie Park, NSW 2113
I am passionate about helping others to navigate the Superannuation, Investments and Personal Insurance industries to achieve a secure future. I work with individuals who want to prepare for their retirement, retirees who want to preserve their funds for their lifetime, and young clients and families who are keen to build and protect their wealth.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 15
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Zebra Tailored Wealth

Suite 5, 7 Eden Park Dr
Macquarie Park, NSW 2113

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.90
15 Reviews
5
4
3
2
1
4.90
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 15

Sort by

5.00

"Alysia has advised and guided me for around 8-9 years, through her previous financial advisory role and, after a break, now in her current business as Zebra Tailored Weath. Alysia has advised on the management of our SMSF and its recent closure and rollover, with clear knowledge and professionalism. She's always engaging and thorough, importantly anticipating needs and exploring options, covering personal and business contexts. I have entire confidence in Alyisa's advice, especially given the complexity of current-day financial and the regulatory environments."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alysia provided comprehensive advice for me on Life, TPD, Trauma and Income Protection Insurance policies. Alysia was extremely knowledgeable and was able to explain things in 'plain english', and her written advice was well structured and easy to follow. I felt confident that Alysia had considered all options and recommended a solution that was right for me. Most importantly, Alysia was always available to chat and her advice was prompt. She looks after her clients extremely well and I couldn't recommend her highly enough."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Alysia gave us advice on tax savings from our superannuation and helped us set up a new super funds that works better for us. Additionally, she gave us advice on income protection and other personal insurances. She was very much set out to help us manage risk and return and was able to answer any questions we had. I feel very confidant that the advice given was right for our needs."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alysia,has always given me good advice about my superanuation & investments right from the very start. She understood my risk level & situation which has continued through out my relationship as an advisor to me. She always explains things very clearly & is interested in me as a person not just a client which helps with her advice to me. She has up to date knowledge & passes that on for me to read & absorb. I would very confidently recommend her to any one seeking financial advice."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Alysia provides a high level of competence and quiet confidence. After speaking with us and asking pertinent questions she was able to understand our requirements and then considered what was available in the market to allow us to make well considered investment decisions. We are moving toward retirement and she is always available to provide guidance on short notice. She is also proactive enough to enquire where we are at close to the end of the financial year. We took a long time to decide on who we could trust to provide guidance and spoke to her on the phone (along with one other) to help us make a decision. We are happy with the decision we made."

  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alysia has provided me expert and well considered advice in areas including insurance, loan products and my superannuation. Alysia is thorough in her approach and provides clear and accessible advice for financial novices like myself. I feel very confident that the advice she has provided was right for my needs. I would steer anyone seeking financial advice to her."

  • Superannuation
  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alysia is a fantastic financial planner. She provided expert advice on several insurance policies, streamlining current arrangements, saving us money and securing more value for money. Alysia was also very thorough in reviewing all our existing financial arrangements as well as suggesting alternative investment strategies. I have full confidence in recommending Alysia."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alysia has a comprehensive knowledge of investing, insurance and budgeting, which were my questions. She is professional and prompt in addressing my needs. I would definitely recommend Alysia to my friends. Alysia confirmed my transactions with her verbally and in written form. I had her undivided attention when we started Zooming (which Alysia also taught me). I feel relieved and confident that Alysia is advising me and putting into place my investments and superannuation."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alysia has given me advice in areas including superannuation, insurances, budgeting and investing. Alysia was always able to explain things to me in a clear way and I feel extremely confident that we are now in a much better financial position than before we had worked with Alysia."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alysia has been incredibly helpful navigating the somewhat complicated area of personal insurance. Without her help I may have given up and been in danger of having no proper life or trauma insurance. I always feel very confident as her client and she is always there when I need advice."

  • Superannuation
  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 15

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2004

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Australian National University (ANU)
Completed
2001

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2011

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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