Alison joined Ord Minnett in 2014, bringing over a decade of experience in private wealth management, gained from her time at prestigious firms such as Morgan Stanley Private Wealth, Macquarie Bank, and Keystone Private Family Office.
Alison’s client-focused approach to financial solutions has been shaped by her diverse experiences in high net worth wealth management. Before her finance career, Alison was an elite rower, representing Australia internationally, a background that instilled in her values of compassion, competitiveness, and teamwork. These values are evident in her professional life, where she works diligently to foster long-term success for her clients.
Alison’s areas of expertise allow her to provide comprehensive wealth management, specialist guidance on superannuation and self-managed super funds (SMSFs), tailored investment services, and personalised investment advice and portfolio construction for her clients.
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