Financial Adviser
· MELBOURNE, VIC
Alison Christine O'grady
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001242051
Alison Christine O'grady is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry. Alison is currently authorised under Evans And Partners Pty. Ltd.. Alison holds authorisations to advise on managed investments, securities, derivatives and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (marketing) from Monash University. Alison is a member of FINSIA Associate.
Authorised to Advise On
Tax Financial Advice
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Business (marketing)
Monash University
2010
Graduate diploma in Applied Finance
Kaplan Higher Education Pty Limited
2016
Professional Diploma in Stockbroking
SAFAA
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2022
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education
2025
TFA Tax for Financial Advising
Kaplan Professional
Registration History
DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register