Alison’s role at Longevity Retirement Planning includes providing administrative support to the Directors, co-ordinating the day to day running of the office and practice as well as preparing financial plans.
She continues to keep up to date with industry and economic movements, include legislative, and is excited to support Longevity Retirement Planning in its development in this growth phase.
Bachelor of Commerce
Diploma of Financial Planning
Alison has been in the Financial Planning industry for 19 years, in both large and small businesses. Her areas of experience include paraplanning, compliance oversight as well as practice management gleaned prior to joining Longevity Retirement Planning in February 2019.
Alison is now joined by Melissa and Carol in the administration team, who are on hand to assist the advisers and their clients in implementing strategies, dealing with product providers and producing Statements of Advice and other documents as required.
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