SIA(Aff) MFinPlan, DipFA Fin Plan
Principal and Director
I have over 30 years-experience in the Financial Services industry having worked across most sectors including stockbroking, Corporate and Consumer lending and managing a team of senior financial advisers. I have been a Financial Adviser since 1998 and over that time I have developed a wealth of knowledge and in-depth understanding that I now bring to my own practice of Allan Advisory Group. I believe that good financial advising requires strong relationships, professional, ethical advice, and trust.
My passion is to work with those who want to make better financial decisions now to reach abetter financial future. I am a Corporate Superannuation and Self-Managed Super Fund specialist and provide advice in relation to share trading and execution in the Australian share market. I also assist not-for-profit and charitable foundations with investment strategies, advice, and portfolio management.
I also have a strong commitment to the community sector with over 15 years volunteering commitment to adults with an intellectual disability. I am currently the volunteer President of a not-for-profit organisation called Inclusion Melbourne. This organisation provides services to adults who have an intellectual disability. I am also the Vice President of the Gawith Villa Foundation which provides funds to Inclusion Melbourne.
Bachelor of Commerce, Dip FinPlan
Financial Planning Assistant
I gained a passion for the financial planning industry whilst undertaking study. My interest is in supporting people to achieve their lifestyle and financial goals.
As a Financial Planning Assistant, I support our practice in providing a high quality, tailor-made, holistic financial planning and advising service.
I am a keen footballer playing for my local team Canterbury and through the club I am actively involved in fundraising and charity events to support my local community.
MPubPol and Planning
Practice Manager
I have assisted in the management of our practice since 2008. I have a background in a range of sectors and am also an independent policy consultant. I am committed to the growth and development of our practice by ensuring we provide great services to our clients.
I have a commitment to our community having been a volunteer on kindergarten and school committees and a volunteer coach for my daughter’s netball team.
Client Support Officer
I am currently studying a Bachelor of Commerce majoring in Finance and Financial Planning at Deakin University. I have worked as a Client Support Officer at Allan Advisory Group since Feb 2021. This opportunity to put my studies into practice supports my goal of becoming an excellent financial planner as my ambition is to help people achieve their optimal financial goals. I am a keen runner, swimmer and have been a football umpire for the Yarra Junior League. I am the Director of Finance and Economics at Deakin Commerce Society.
Administrative Assistant
I am currently studying a Bachelor of Commerce majoring in Human Resources at ACU and, also a Diploma of Dance Teaching and Management with Transit Dance RTO. I have been an Administrative Assistant since 2019 supporting the practice to ensure record-keeping is accurate and up to date. Both my current studies and the discipline I have from dancing for 18 years supports me in the work I do understanding the need for organisation, responsiveness and working with people.
