Alison Greenwood

Financial One

Gold
23 Yrs Experience
Hobart, TAS 7000
I have had more than 19 years experience in the financial services industry, including holding key roles as financial planning manager and principal of an accounting firm.  I'm a CERTIFIED FINANCIAL PLANNER with a Diploma in Financial Planning, a Diploma of Business Managment, a Diploma in Human Resources Managment and a degree and in Psychology.  I am also the mother of two boys, which gives me great joy and keeps me grounded.   It is the day to day interaction assisting clients with personally tailored financial advice that give me the greatest satisfaction in my role with FINANCIAL ONE.

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

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

My Fees are based very much on the client, their circumstances and the complexity of their situation. The first meeting is free for this reason, it allows me to work out what work needs to be done for a client and to then quote accordingly.

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

Licensed by

Charter Financial Planning

AFSL 234665

5.00
9 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"Very helpful and friendly. Very experienced, she definitely knew what she was talking about."

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

"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."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

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

"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!"

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

"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"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dealing with Alison has been so easy right from the beginning. Alison monitors what is going on in the market and suggests changes to our portfolio to maximise our return."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alison has been excellent to work with, stepping us through every step of our financial plan. I would recommend Alison to anyone that is looking at planning for their financial future."

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

"Alison Greenwood - HIGHLY recommended!"

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

"Alison has been my adviser for many years and has always taken the time to ensure I am well looked after and that I understand my investments and choices. I would recommend Alison to others. Kerrie 7021"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Client Engagement Skills - Bridging Course

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

Economic and Legal Context for Financial Planning - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Bachelor of Arts (Accounting)

Level
7 - Bachelor Degree
Institution
University of Tasmania (UTAS)
Completed
1982

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Diploma of Business

Level
5 - Diploma
Institution
TAFE Higher Education TAS
Completed
2004

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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