With over 20 years of experience in service delivery, we have a clear process for completing forms and a structured approach to working with you to achieve the best outcome for your needs. Our staff have backgrounds and qualifications in management, administration, bookkeeping, financial planning, training and assessment, grant application writing, policy writing and office organisation. We know financial services – SOA’s, apps, disclosure docs, compliance, CAS, SMSF’s to name a few. We speak your language.
We also speak plain English and keep it simple. We know what to bring to an appointment and what the client needs to supply. With one-off and continuous paperwork solutions depending on what you need, we work within your framework. We understand and comply with the principles of The Privacy Act 1988 in relation to both you and your clients’ information. Let us be your back-office, delivering a personal, friendly, customer-centric service of the highest quality. We welcome a call to discuss your individual needs.
With over 20 years experience in financial services, Allison has a genuine, in-depth understanding of the industry. She holds a Diploma of Financial Planning through Kaplan and is a Commissioner of Declarations. Her range of work that includes sales, administration and client relationships. Allison understands the process of advice, implementation, service and review is underpinned by documentation and she assists writing file notes and conducting research. With a strong customer service focus, she’s across interactive programs including Coin, Xplan, and CAS.
Allison is a problem solver and solutions provider. She liaises with underwriters, administrators, financial planners and their clients to settle business in a prompt and friendly fashion. Known for database mining and research, she pulls demographics and runs analysis to create the right mix of people for new product launches and seminars.