About Me

Alissia has worked in the financial services industry for over 20 years. Much of her career has been with the Priority team, having worked her way up to become the financial adviser she is today.
Alissia is pleased to have completed her Graduate Diploma in Financial Planning and the Aged Care STEPs accreditation. She is also an NSW JP.
As an adviser, Alissia understands families, being time poor and the need for her clients to get “it” done. She is motivated to help her clients address their top-of-mind issues, to articulate their financial goals and objectives, highlight any potential financial blind spots and provide personalised strategies and options in an easy-to-understand way.
Alissia recognises the squeeze on multi-generational families and has a keen interest in assisting families with aging parents in seeking assistance to manage their financial affairs, accessing home care services, downsizing, retirement villages or higher need residential aged care.
When not working, Alissia enjoys spending her time with her family and looks forward to travelling again.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 6 Years
  • Licensed By
    Licensed By Fortnum Private Wealth Ltd