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.
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.
Very helpful and friendly. Very experienced, she definitely knew what she was talking about.
Alison was incredibly helpful, explained all the processes thoroughly, offered us a range of options to suit our needs and guided us very well through an area we knew nothing about. We would highly recommend her services to anyone in the future.
Alison is extremely knowledgable and has helped us to feel comfortable and positive in our retirement. She is always readily available to discuss any concerns we may have and able to reassure us at all times, we feel very confident with her advice.
Alison's depth of knowledge and engagement has been a game changer in mine (& my families) financial life and future, actually it's impacted every aspect of our lives. We now have a clear financial plan that is working for us and peace of mind has been restored! No amount of money could purchase that. Now, instead of being resistant to financial planning, I can't wait to get to the next meetings!
Sandra $Ray , we have had Alison as our financial adviser for many years . We have found Alison to be very professional , and we are extremely happy for her to be looking after our finances
- Adviser status Gold
- Number of reviews 9
- First year providing advice 1999
- Years of experience 23
- Bachelor of Arts (Accounting)
Financial OneLevel 2, 100 Melville Street
Hobart, TAS 7000
- In person
- Video call
Charter Financial Planning