SPECIALISATION
Management
Advice
Planning
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)
SPECIALISATION
Management
Advice
Planning