Financial Adviser
· DUBBO, NSW
Alison Williamson
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000380895
Alison Williamson is a financial adviser based in Dubbo, New South Wales, with 24 years of experience in the financial services industry. Alison is currently authorised under Pear Tree Financial Planning Pty Ltd. Alison holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association. Alison is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Business
The University of Sydney
1999
Graduate Certificate in Finance
Charles Sturt University
2002
Graduate Diploma Financial Planning
Securities Institute of Australia
2005
Certified Financial Planner
Financial Planning Association
2017
Graduate Certificate in SMSF
Kaplan Professional
2020
Ethics & Professionalism in Financial Advice
Kaplan Professional
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register