Adviser & Partner
Alison provides strategic and investment advice for high net wealth individuals and families in Melbourne.
Alison began working in private client management in the early 2000s, and she is passionate about developing strong relationships with her clients in order to fully understand their needs and objectives.
Alison helps her clients grow and protect their wealth, specialising in areas such as superannuation, asset structuring for efficient tax outcomes, asset protection, asset allocation, and portfolio construction and management.
In 2010, Alison was shortlisted in the Outstanding New Wealth/Financial Adviser category in the Australian Private Banking Awards. In 2015, Alison won Private Wealth Manager of the year for Commonwealth Private.
Alison holds a Bachelor of Economics from the University of Adelaide, and a Diploma of Financial Planning. She is a Certified Financial Planner (CFP) and a member of the Financial Planning Association (FPA).
Alison has worked for Commonwealth Private as a Private Wealth Manager, for Goldman Sachs in London, and Tower Trust in Melbourne and Adelaide.