Evelyn Ali
Financial Adviser
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About
Evelyn Ali is an ASIC-registered financial adviser dedicated to helping individuals and families in Essendon North and beyond achieve their financial goals. With a Bachelor of Business Accounting from Victoria University (1987) and a Diploma of Financial Planning from FPA (2005), Evelyn brings a wealth of knowledge and experience to her clients. She further enhanced her expertise by becoming a Certified Financial Planner in 2008 and completing Ethics and Professionalism in Financial Advice training with Kaplan Professional in 2020. As a member of the Financial Advice Association of Australia (FAAA), Evelyn adheres to the highest ethical and professional standards. Evelyn is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management and retirement planning. She is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services Evelyn offers include: • Superannuation advice to optimise your retirement savings • Insurance solutions to protect you and your family • Wealth management strategies to grow your assets • Retirement planning to secure your future • Investment advice tailored to your individual needs Ready to take control of your financial future? Contact Evelyn Ali today for a consultation and let her help you build a secure and prosperous tomorrow.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Evelyn Ali offer?
Evelyn Ali provides advice on superannuation, insurance, wealth management, and retirement planning. She is also authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Evelyn Ali's qualifications?
Evelyn holds a Bachelor of Business Accounting, a Diploma of Financial Planning, and is a Certified Financial Planner. She has also completed Ethics and Professionalism in Financial Advice training.
How does Evelyn Ali develop a financial plan for her clients?
Evelyn takes a holistic approach to financial planning, starting with a thorough understanding of your current financial situation, goals, and risk tolerance. She then develops a tailored plan to help you achieve your objectives, regularly reviewing and adjusting it as needed.
What can I expect during my first meeting with Evelyn Ali?
During your initial consultation, Evelyn will discuss your financial goals, gather information about your current situation, and explain her services in detail. This is an opportunity for you to ask questions and determine if Evelyn is the right financial adviser for you.
Is Evelyn Ali a member of any professional associations?
Yes, Evelyn is a member of the Financial Advice Association of Australia (FAAA).
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