As a Director of SWA Financial Planning, Alison allocates her time between seeing clients and ongoing management of the business. Alison oversees SWA’s research and compliance responsibilities and is a prominent mentor and source of inspiration for the younger advisers and employees of the firm. Alison is also currently serving as a Director on the Board of the Financial Planning Association of Australia.

 

Integrity and responsibility are at the heart of everything Alison does. These traits are reflected not only in Alison’s work but imbued into the work done by her colleagues and in the positive influence she has on our workplace culture. Alison continues to be a model financial planning professional and best-practice leader galvanising others in her employ to strive for the same.

 

Outside of work, you will find Alison usually on the tennis court or enjoying time with her busy family.