Alison Williamson
CFP®, AEPS®, LRS®, DipFP - Financial Adviser Authorised Representative - ARN: 224521
Fiducian Financial Services Wynyard
NSW - Metropolitan
- fpsupport@fiducianfs.com.au
- Phone
- 02 9875 1728
- Address
-
Level 9 / 66 Goulburn Street, Sydney NSW 2000
- Booking
- Book online
About Alison Williamson
Alison is a Senior CERTIFIED FINANCIAL PLANNER® professional, the Financial Advice Association Australia’s (FAAA) highest professional designation. She has been involved in the financial planning and advisory industry as a personal financial planner since 1986 and adopts a holistic approach to planning that encompasses debt management, retirement and pre-retirement planning, superannuation including Self Managed Super Funds and pensions, insurance, wealth accumulation strategies and tax strategies.
In addition to her CFP® designation, Alison holds the designations of Life Risk Specialist (LRS®) and Accredited Estate Planning Strategist (AEPS®) practitioner with the FAAA. She has studied Economics, Insurance and English Law with the Chartered Insurance Institute of London and has completed a business management certificate with E.S.A.S in Brussels, Belgium. Alison also holds a Diploma of Financial Planning (DFP) from Deakin University.
Alison has considerable experience in assisting clients to identify objectives, understand their financial position and adopt an efficient and strategic plan to ultimately achieve the desired outcomes.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility
About Alison Williamson
Alison is a Senior CERTIFIED FINANCIAL PLANNER® professional, the Financial Advice Association Australia’s (FAAA) highest professional designation. She has been involved in the financial planning and advisory industry as a personal financial planner since 1986 and adopts a holistic approach to planning that encompasses debt management, retirement and pre-retirement planning, superannuation including Self Managed Super Funds and pensions, insurance, wealth accumulation strategies and tax strategies.
In addition to her CFP® designation, Alison holds the designations of Life Risk Specialist (LRS®) and Accredited Estate Planning Strategist (AEPS®) practitioner with the FAAA. She has studied Economics, Insurance and English Law with the Chartered Insurance Institute of London and has completed a business management certificate with E.S.A.S in Brussels, Belgium. Alison also holds a Diploma of Financial Planning (DFP) from Deakin University.
Alison has considerable experience in assisting clients to identify objectives, understand their financial position and adopt an efficient and strategic plan to ultimately achieve the desired outcomes.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility