Evelyn Ali CFP®

About Me

Evelyn is one of five advisers in the Moneyplan team, having joined in 2004 following a career in various accounting roles. Evelyn's approach in assist in clients to feel relaxed and comfortable with the financial planning journey whilst working together to achieve their goals. At Moneyplan we pride ourselves on providing individual service that enables you and your adviser to develop a long term relationship. Through spending time understanding you and your needs, we can improve your financial position now and into the future. Evelyn is committed to a long term career in financial planning and will be there to support you into your retirement years.Evelyn has also become a specialist adviser in aged care for several years now and can assist families understand the complexities of aged care, including the Centrelink implications and funding requirements of aged care placements.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 19 Years
  • Licensed By
    Licensed By Moneyplan Australia (m.p.) Pty. Ltd.
CERTIFIED FINANCIAL PLANNER®