Jayden Allison
Phillipsons Financial Planning Pty Ltd
Jayden joined Phillipsons in January 2019 and has been providing advice since October 2016. As of December 2024, Jayden became an equity holder in the Phillipsons Group.
Jayden holds the Certified Financial Planner CFP® designation and a Masters Degree in Financial Planning. As well as a Bachelors Degree majoring in Economics & Finance.
Jayden is dedicated to servicing the clients with a highly personalised approach in navigating life's key milestones. Jayden specialises in servicing the needs of SME/Business clients and providing them with solutions to maximise their overall wealth position - by working alongside other trusted professionals such as Accountants, Lawyers, Mortgage Brokers and Consultants.
Outside of work, Jayden enjoys time with his wife & young family. As well as being a lover of most sports, Jayden's interests are in Aussie Rules, Golf and Fishing.
Expertise
My fees
For our initial consultation, discovery meeting we are able to provide general advice & strategy options - for this we charge a fee of $330 inc GST to cover our time & expertise, as well as the value we provide. Should you proceed further into a Personal Advice engagement, this amount will be credited towards the full quoted cost of a Statement of Advice & associated tasks.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 8
- First year providing advice 2016
- Years of experience 9
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Phillipsons Financial Planning Pty Ltd
388 Raymond StSale, VIC 3850 Level 1, 64 Church St
Traralgon, VIC 3844
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Phillipsons Financial Planning Pty Ltd
AFSL 332836
