Alice is a Director and Senior Investment Adviser in our Private Wealth Management Team. She joined Evans and Partners in 2021 having worked within the financial services industry since 2012. Alice enjoys partnering with her clients on their wealth creation journey. She provides expert investment advice to help clients with retirement planning, tax efficiencies, income objectives, capital preservation and long-term growth to ensure their aspirations come to fruition. Alice is passionate about financial education and guidance that informs clients and empowers them to make impactful decisions.

Alice works closely with James Israel and together they advise high net worth individuals including professionals, retirees and families, across personal portfolios, family trusts, companies and SMSFs. With the support of the Investment Committee, Product Review Group and research team, Alice and James strategically position investment portfolios to manage risk and access high quality opportunities through various market dynamics.

Alice has a Bachelor of Commerce (Finance and International Business) from the University of Sydney and a Graduate Diploma in Financial Planning from Kaplan Professional. She is accredited by the Stockbrokers Association of Australia and has successfully completed the Financial Adviser Standards & Ethics Authority (FASEA) exam. Alice’s areas of professional expertise include personal investment advice, superannuation and retirement strategies, and sustainable investing.

Expertise
  • Advisers
  • Sustainable Investing
  • Personal Investment Advice
  • Superannuation and Retirement Strategies