Alison Greenwood

Financial One

Gold
23 Yrs Experience
Hobart, TAS 7000

I have had more than 20 years experience in the financial services industry, including holding key roles as the financial planning manager and principal of an accounting firm.  For the last 15 years I have been the Director of my own company.

I'm a CERTIFIED FINANCIAL PLANNER with a Diploma in Financial Planning, a Diploma of Business Management, a Diploma in Human Resources Management and a degree in Psychology. I recently completed a Post Grad in Financial Planning to ensure that I meet all education requirements for the future.

I think it most important that clients understand ''you don't know, what you don't know''. There are so many constant changes to the investment and superannuation landscape, it is important to ensure clients seek good advice so that they can make the most of everything that is available to them. Clients may initially pay more for good advice, but the benefits can be priceless.

I know that many of my clients tell me it gives them peace of mind to know they can rely on my expertise in helping them achieve their financial goals.

One of my key drivers is to make a physical difference in a clients life, and see them thrive.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

My Fees are based on the client, their circumstances and the complexity of their situation. A client can pay for an initial consultation and find that even though I can only offer general advice in this meeting, it is enough to get them on track. If they require more personalised advice or an ongoing service relationship, we can discuss the costs of this advice and service in this first meeting.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 9
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Bachelor of Arts (Accounting)
  • Language spoken
    • English

Financial One

Level 2, 100 Melville Street
Hobart, TAS 7000

Meeting methods

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

Licensed by

Charter Financial Planning

AFSL 234665