Allison Cooper

Authorised Financial Adviser (AFA)

03 211 1236 (DDI)
Allison.cooper@sbsbank.co.nz
0800 727 2265

Specialist Areas

  • Wealth Management & Accumulation
  • Portfolio Management
  • Investment Advisory
  • Retirement Planning
  • KiwiSaver

Industry Experience

  • Banking Industry
  • Personal and Business Risk Protection – Insurance Broker
  • Superannuation Consultant – Group Workplace Schemes
  • Investment Advice & Retirement Planning

Qualifications & Memberships

  • National Certificate in Financial Services (Financial Advice) (Level 5) Memberships
  • Authorised Financial Adviser (AFA)

About

Allison has over 42 years’ experience in the financial services industry including Banking, Insurance and Portfolio Management, which enables her to bring to the table, a broad depth of knowledge and experience that is respected amongst clients and peers.

Allison is an investment specialist, assisting clients to create, protect and/or grow their wealth, in order to achieve their long-term financial goals. Allison has a varied client base with significant funds under management.

Allison Looks after the Southland region for FANZ Private Wealth

Allison’s disclosure statement is available upon request and free of charge