Allison joined our team in 2021.

As the newest member of our investment advisory team, Allison is eager to apply both her academic knowledge and hands-on experience within our business to support and educate clients in the diverse investment opportunities we offer.

Recognizing that each client has individual needs as well as understanding and appreciating each client’s situation is important to Allison. It’s also her belief that everyone should have a dedicated financial advisor to help them through the various stages of life.

With a positive, can-do attitude, Allison would love to catch up for a chat to help you reach your investment goals.

Education & Expertise

Allison holds qualifications in Financial Services and Commerce from Massey University. Before joining the financial world, she gained valuable experience working in both the Oil & Gas and Advertising industries.

Outside of Work

Allison enjoys family time, the outdoors, walking her dogs and serving her community.