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Get to know Alison
Alison has worked in financial services for more than 30 years, where she has performed a variety of roles from branch manager to mortgage and financial adviser. She has been providing holistic financial advice to clients for more than 20 years, and recently, she has specialised in pensions and retirement planning.
Alison loves spending time with her family, granddaughter and friends. She is a keen cook and avid reader, and in her spare time, likes to upcycle furniture, travel and go shopping. Alison also volunteers for Age Well East as a friend for an elderly person and a mentor for a local teenager.
We asked Alison...
Whatā€™s the most important thing you bring to your role?
The most enjoyable part of the role is meeting people and helping them achieve their dreams. I have always found people interesting and feel very privileged that clients will share their hopes and dreams with me and allow me to provide solutions.
Qualifications
Accreditation
