Alison Crawford

Orbit Financial Services Pty Ltd

Gold
14 Yrs Experience
Robina, QLD 4226
I am the Director / Senior Adviser at Orbit Financial Services, which is a holistic financial services business with a particular focus on budgeting, wealth accumulation and investment advice, pre retirement and retirement planning, personal insurances, superannuation, Self Managed Superannuation and Aged Care.

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
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 6
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Orbit Financial Services Pty Ltd

Riverwalk Place, Suite 14, 238 Robina Town Centre Dr
Robina, QLD 4226

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

4.80
6 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.60
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"Alison is supremely caring and empathetic. Her perseverance in our interests is unequaled by any other adviser with whom we have dealt. Thanks Alison. Love doing business with you."

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

"Alison is very knowledgeable in the products she provides and always professional in her dealings with me. I trust Alison to keep me informed and changing my portfolio as required."

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

"Alison Crawford is quite simply, the best! I couldn't be happier with all that she does for me in managing my financial affairs. I feel the utmost confidence in Alison and very secure in the way my investments are managed during this period of semi retirement. If you have the opportunity to connect professionally with Alison, go for it! Cheers, Alan ??"

  • Retirement & Pension
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"My husband and I have been very satisfied with Alison's help and advice in managing our finances and investments during our working careers and now in retirement. We first met Alison through our bank and were disappointed when she left. Fortunately, we managed to track her down at her new company and also in her most recent move. We feel confident dealing with Alison."

  • Government Assistance
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alison is an outstanding adviser deserving of a trust - she listens carefully, explains concepts in simple terms, has a real interest in our needs and delivers great outcomes with complete professionalism."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Testimonial financial advice from Alison Crawford Alison Crawford is our Financial Adviser, going back approximately five years when we moved from Sydney to the Northern Rivers area. She then worked with St. George bank as their senior adviser. She discussed with us, recommended strategy and implemented same. At face to face discussions with Alison, our present situation was reviewed and Alison later presented her proposal, which we accepted after another meeting, where she again, kindly came to our home in Newrybar. Alison’s proposal was built on our initial strategy, but modified to suit our present situation in retirement. The agreed new setup is a significant improvement on the financial advice and results we were getting in Sydney. We are looking forward to continue our relationship with Alison in her new endeavour and can highly recommend her to anyone in need of financial advice and management."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2020

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2020

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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