Alison Williamson
Financial Adviser
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About
Alison Williamson is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals. With a Diploma of Financial Planning (FPA) obtained in 2003 and becoming a Certified Financial Planner (FPA) in 2004, Alison has built a strong foundation of knowledge and experience. She further enhanced her expertise with certifications in SMSF (Kaplan, 2010), Estate Planning (University of Technology Sydney, 2011), and a Cert IV in Finance & Mortgage Broking (Kaplan, 2012). Alison is a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a comprehensive range of financial products, Alison specialises in superannuation advice, insurance solutions, and wealth management strategies. She is also well-versed in retirement planning and various investment products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Whether you are planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, Alison is committed to providing tailored advice and support. Contact Alison today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Alison Williamson offer?
Alison Williamson provides advice on a broad range of financial products including superannuation, insurance, wealth management, and retirement planning. She also specialises in investments such as life insurance, risk insurance, securities and government debt securities.
What qualifications does Alison Williamson have?
Alison holds a Diploma of Financial Planning (FPA), is a Certified Financial Planner (FPA), and has certifications in SMSF, Estate Planning, and Finance & Mortgage Broking.
How can Alison Williamson help me plan for retirement?
Alison can help you develop a comprehensive retirement plan that takes into account your current financial situation, future goals, and risk tolerance. She can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable retirement.
What is Alison Williamson's approach to financial planning?
Alison takes a client-focused approach, understanding your individual circumstances and goals to develop a personalised financial plan. She focuses on building long-term relationships and providing ongoing support to help you achieve financial success.
How do I get started with Alison Williamson?
Simply contact Alison to schedule an initial consultation. This meeting will allow you to discuss your financial goals and learn more about how Alison can help you achieve them. There is no obligation to proceed after the initial consultation.
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