Alissia Denly profile photo

Alissia Denly

Priority Advisory Group

Bronze
7 Yrs Experience
Chatswood, NSW 2067

Alissia has worked in the financial services industry for over 20 years. Much of her career has been with the Priority team, having worked her way up to become the financial adviser she is today.

Alissia is pleased to have completed her Graduate Diploma in Financial Planning and the Aged Care STEPs accreditation. She is also an NSW JP.

As an adviser, Alissia understands families, being time poor and the need for her clients to get “it” done. She is motivated to help her clients address their top-of-mind issues, to articulate their financial goals and objectives, highlight any potential financial blind spots and provide personalised strategies and options in an easy-to-understand way.

Alissia recognises the squeeze on multi-generational families and has a keen interest in assisting families with aging parents in seeking assistance to manage their financial affairs, accessing home care services, downsizing, retirement villages or higher need residential aged care.

When not working, Alissia enjoys spending her time with her family and looks forward to travelling again.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

We charge a flat upfront advice fee for initial advice and for clients who require it, an ongoing advice fee. We do not receive commissions on investments products, payments from referral partners and are not aligned to any particular provider. Each advice fee is bespoke, tailored to a client’s specific needs and situation. the fee is based on the services provided and complexity of each client.

At a glance

  • Adviser status Bronze
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Priority Advisory Group

Suite 4.01 Level 4, 9 Help St
Chatswood, NSW 2067

Opening hours

  • 9:00am – 5:00pm Tuesday – Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306