Alison has an extensive background working in an Associate and in senior managerial roles within professional financial advisory and accountancy firms.
Alison has an extensive background working in professional financial advisory and accountancy firms. She specialises in helping high-net-worth individuals build, protect, and pass on their wealth to the next generation.
Alison’s other great skill is her ability to connect with people. She recognises each client is unique, so she takes the time to really listen to their stories and understand their goals.
Alison’s clients value her depth of knowledge, which covers superannuation, SMSFs, trustee structuring, corporate structuring, tax planning, investment advice, retirement planning, risk and asset protection, succession and intergenerational estate planning.
Alison cares about our clients and the work that she does for them. Alison has a Diploma of Financial Planning, a Master of Business (Professional Accounting), a Graduate Diploma of Business Human Resource Management / Industrial Relations and a Bachelor of Arts.
Alison Warner and Affinity Private Advisors Pty Ltd ACN 618 291 786 are authorised representatives of Affinity Private Financial Services Pty Ltd ABN 64 639 980 724 an Australian Financial Services Licensee with its registered address at Level 5, North Building, 333 Collins Street, Melbourne VIC 3000.