Alison Warner

FINANCIAL ADVISOR

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 an Associate and in senior managerial roles within professional financial advisory and accountancy firms.

Alison has worked alongside Directors, Executive Planners and Senior Accountants developing her understanding of superannuation including SMSF, trustee structuring, corporate structuring, tax planning, investment advice, retirement planning, risk and asset protection 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.

 

 

Authorisation

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.

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For a confidential discussion about your financial affairs…

Contact the team at Affinity Private Advisors by using the link below