Alison has more than 16 years wealth management and financial markets experience in Australia and New York. Alison has a Bachelor of Business from Monash University and a Graduate Diploma in Applied Finance and Investment from Kaplan Professional Australia. She has also completed the Stockbrokers Association of Australia foreign exchange and derivatives accreditation and the national adviser exam set by FASEA.

Along with being a qualified Financial Adviser, Alison is a board member and deputy chair of Fintona Girls’ School and committee member of Tourmont Inc. – The Margaret Cunningham Endowment Fund.

Specialties include building and managing quality investment strategies for high-net-worth individuals, families, SMSFs and charitable/not-for-profit organisations.

Expertise
  • Advisers
  • Sustainable Investing
  • High-Net-Worth Investing
  • Personal Investment Advice