Experienced traveller, proud miniature dachshund owner and a financial adviser focused on bringing fresh perspectives to clients and mentoring those in the profession.
Alyssa is the sole female adviser in a team of eight advisers and loves being able to provide a fresh perspective to her clients. She was the first in the business to progress through the professional year pathway and prides herself in her ability to support and mentor other professional year graduates to ensure they are successful in their progression.
Having worked in various roles in the financial planning industry (starting in administration, working through Paraplanning and Associate Adviser roles) Alyssa understands that every role within a financial planning business plays a vital part in delivering exceptional outcomes for clients. She takes pride in being a conduit between all departments (including training and mentoring various different teams) to ensure seamless collaboration and a unified approach to helping clients.
Alyssa loves being able to help her clients achieve their goals and enjoys the satisfaction of knowing she can help clients each and every day.