Alison is a Senior Fixed Income Specialist and a highly qualified Asset Consultant and Portfolio Adviser who joined Ord Minnett in 2007. Prior to Ord Minnett, Alison was a founding Director of Grange Securities Limited, a specialist fixed interest advisory firm, where she led the business development strategy and asset allocation. With over 30 years of experience in financial markets, Alison has also held senior positions at Westpac and Fay, Richwhite Merchant Bank.
Alison has advised and managed client portfolios across a wide range of investment products, including short-term cash, bank bills, bonds, floating rate notes, hybrid securities, structured products, equities, and derivatives, either directly held and via managed funds, domestically and internationally. Socially Responsible Investing (SRI) is one of her specialties.
She has dedicated over 30 years to the “for-purpose” sector, providing treasury management, asset allocation, and investment advice (including ESG overlays) to not-for-profit and aged care sectors, as well as religious organisations. Alison regularly formulates and presents recommendations to Boards and Trustees, covering annual investment strategy reviews, performance benchmarking, client communication, and reporting requirements.
In addition, Alison consults to a variety of “for-profit” organisations, including superannuation funds, health insurers, family trusts, and companies. In each case, she undertakes individual risk/return and asset/liability modelling to tailor investment strategies and portfolio management in line with each client’s unique requirements, risk profile, goals, and ESG considerations.
.jpg)