Alisa Surya
Financial Adviser
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About
Alisa Surya is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals with clarity and confidence. Alisa holds a Bachelor of Economics from the University of Indonesia and a Master of Applied Finance from The University of Melbourne. Further solidifying her expertise, she completed a Graduate Diploma of Financial Planning from Kaplan in 2023. Alisa is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet your unique needs. She is passionate about empowering clients to make informed decisions regarding their financial future. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Alisa today to schedule a consultation and discover how she can help you build a secure and prosperous tomorrow.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Alisa Surya offer?
Alisa Surya provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Alisa Surya have?
Alisa holds a Bachelor of Economics, a Master of Applied Finance, and a Graduate Diploma of Financial Planning.
What is the process for working with Alisa Surya?
The process typically begins with an initial consultation to understand your financial goals and current situation. Alisa then develops a personalized strategy, implements the plan, and provides ongoing reviews to ensure it remains aligned with your evolving needs.
Can Alisa Surya help me with my retirement planning?
Yes, Alisa specialises in retirement planning and can assist you in creating a comprehensive plan to achieve your retirement goals, including superannuation strategies and investment options.
What can I expect from my first meeting with Alisa Surya?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Alisa will explain her services and how she can help you achieve your objectives, ensuring you feel comfortable and informed.
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