About Me

Alison provides strategic and investment advice for high net wealth families in Melbourne.

Alison began working in private client management in the early 2000s, and she is passionate about developing strong relationships with her clients in order to fully understand their needs and objectives.

Alison helps her clients grow and protect their wealth, specialising in areas such as superannuation, asset structuring for efficient tax outcomes, asset protection, asset allocation, and portfolio construction and management.