Alison has always been interested in thinking about the future of others. That’s why she joined Hewison Private Wealth seven years ago, where she has continued to expand her breadth of knowledge, taking impressive steps forward to become a Private Client Adviser, and now manages over $120M in funds.
Alison has considerable experience across all facets of financial strategic planning, with a vast knowledge that spans from investment markets to superannuation, to financial management and wealth creation.
But it’s the care and attention for her clients that drives Alison’s work ethic. She is a people person, not in the way that is overused on resumes, but because she genuinely cares for all those she interacts with. To Alison, it’s simple: personally provide clients with the best strategic advice in an authentic manner and always seek to understand. Alison is passionate about offering her financial planning expertise to those experiencing pivotal moments in their life, such as relationship breakdowns, loss of a loved one, or loss of a life they once knew.
In 2021 Alison has been named a finalist in the ifa Excellence Awards Young Adviser of the Year category and has achieved the highest level of accreditation, as a Certified Financial Planner (CFP®) and also holds the following qualifications:
- Masters of Financial Planning: Griffith University
- Bachelor of Business (International Business & Finance): RMIT University
For the future: It’s this care for others that Alison will continue to focus on. Both her clients, her future clients, and enjoying the things she loves to do. Like fostering dogs from a not-for-profit rescue service, enjoying music, and traveling again when we can all get back to that.