Alison Hamilton
Financial Adviser
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About
Alison Hamilton is an ASIC-registered financial adviser based in Tamworth, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Financial Administration from The University of New England (1997), she further cemented her expertise by becoming a Chartered Accountant (CA ANZ) in 2000. Alison holds a Diploma of Financial Services from the Securities Institute (2004) and specialized knowledge in Self Managed Superannuation Funds (Tribeca, 2004) and Insurance and Risk Protection (Kaplan, 2013). She is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the National Tax and Accountants Association (NTAA). Authorised to provide advice on a comprehensive range of financial products, Alison offers guidance on superannuation, insurance, wealth management, and retirement planning. She can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance and risk protection • Wealth management strategies • Retirement planning solutions • Investment advice Ready to take control of your financial future? Contact Alison today to schedule a consultation and discover how she can help you achieve your goals.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Alison Hamilton provide?
Alison provides advice on a wide range of financial matters including superannuation, insurance, wealth management, and retirement planning. She is also qualified to advise on investments and risk management.
What are Alison Hamilton's qualifications and experience?
Alison holds a Bachelor of Financial Administration, is a Chartered Accountant, and has a Diploma of Financial Services. She also has specialist training in Self Managed Superannuation Funds and Insurance and Risk Protection. She has been working in the financial services industry since the late 1990s.
How does Alison Hamilton approach financial planning?
Alison takes a client-focused approach, working closely with you to understand your individual needs and goals. She develops tailored strategies to help you achieve financial security and peace of mind.
What can I expect from an initial consultation with Alison Hamilton?
During your initial consultation, Alison will discuss your current financial situation, your goals, and your concerns. This will help her to understand your needs and to develop a plan to help you achieve your objectives. There is no obligation to proceed beyond the initial consultation.
Why should I choose Alison Hamilton as my financial advisor?
Alison offers a combination of extensive qualifications, industry experience, and a commitment to providing personalised advice. Her membership with CA ANZ and NTAA ensures she adheres to the highest professional standards, and her focus is always on achieving the best possible outcomes for her clients.
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