Authorised Financial Adviser (AFA)
03 211 1236 (DDI)
0800 727 2265
- Wealth Management & Accumulation
- Portfolio Management
- Investment Advisory
- Retirement Planning
- 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)
- Authorised Financial Adviser (AFA)
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