SPECIALISATION

Alana
Pincombe

Senior Financial Advisor
Melbourne
Victoria
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IN THEIR OWN WORDS

Alana is a Senior Financial Adviser with over 15 years’ experience in financial planning who is passionate about building strong relationships with her clients and their families.

She values educating her clients and assisting them in articulating their financial goals throughout their financial journey, offering support to her clients through unexpected events and changing circumstances.

Alana takes a holistic approach to financial advice and takes pride in understanding each client’s unique financial situation, working alongside them to develop tailored solutions to meet goals and objectives.  She works collaboratively with other professionals such as accountants and lawyers to ensure comprehensive financial advice.

Alana is member of the Cancer Council Pro Bono program, offering financial advice and assistance to those in need.

Qualifications and memberships

  • Bachelor of Commerce (Accounting, Finance and Financial Planning)
FINANCIAL ADVISORS MELBOURNE
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Level 16, 55 Collins Street Melbourne VIC 3000

Phone:
1300 84 74 34

SPECIALISATION
Debt Management
Debt
Management
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
SMSF
SMSF
Super
Super
"My husband and I transitioned to Alana from our previous adviser who retired. That transition has been seamless. Alana is very personable and takes the time to talk about our family and our personal retirement needs. She is knowledgeable and we are most impressed with her quick response to any query we may have. We would certainly recommend Alana to family and friends."
Janis, Ivanhoe, VIC
"Alana has assisted our family for many years and we have always been very happy and satisfied with the advice provided and the immediacy of responses to any questions or queries. Her expertise has been very valuable to us in assisting us to plan sensibly for the future. Her advice is considered and relevant to our specific circumstances. We would have no hesitation in recommending her to others."
Peter, Blackburn, VIC
"During the five years to date that Alana has been our financial adviser we feel we have benefited greatly from her expertise. She has a friendly, approachable manner and we particularly appreciate how quickly she responds any time we have a query. We would have no hesitation in recommending Alana to anyone seeking financial advice."
Phil, Langwarrin South, VIC

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