Alison is a financial markets expert, senior fixed income specialist and highly qualified portfolio adviser who joined Ord Minnett in 2007 and has over 35 years market experience. Alison is primarily responsible for asset allocation and investment advice to religious organisations as well as the not-for-profit and aged care sectors, with over $1 billion under advice. Alison also consults to a variety of wholesale clients including aged care service providers, superannuation funds, health insurers, family trusts and endowments.
Alison holds a Bachelor of Business and a Diploma of Financial Planning. She is also a Certified Financial Planner, Master Stockbroker (MSAFA) and a Graduate of the Australian Institute of Company Directors.
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