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Alison Greenwood

 Alison Greenwood

Share profile:
100 Melville Street Level 2
Hobart
TAS
7000
AU

Overview CONTACT THE ADVISER

Alison Greenwood Alison Greenwood

total Reviews

9

Experience

18yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

I have had more than 19 years experience in the financial services industry, including holding key roles as financial planning manager and principal of an accounting firm.  I'm a CERTIFIED FINANCIAL PLANNER with a Diploma in Financial Planning, a Diploma of Business Managment, a Diploma in Human Resources Managment and a degree and in Psychology.  I am also the mother of two boys, which gives me great joy and keeps me grounded.  

It is the day to day interaction assisting clients with personally tailored financial advice that give me the greatest satisfaction in my role with FINANCIAL ONE.

Company:

Financial One
Financial One

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

AMP Limited
AMP Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Loan ProductsLoan Products
Aged CareAged Care
Small Business AdviceSmall Business Advice
Eco Friendly InvestmentsEco Friendly Investments
Socially Responsible InvestmentsSocially Responsible Investments
UK PensionsUK Pensions
DerivativesDerivatives
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Free General Advice
  • Personal Advice starting from $$320.00
  • Ongoing Advice starting from $$550.00
  • I charge asset based fees ranging from 0.5% to 1.1%

My Fees are based very much on the client, their circumstances and the complexity of their situation. The first meeting is free for this reason, it allows me to work out what work needs to be done for a client and to then quote accordingly.

Link to my full pricing can be found in my Financial Services Guide

Latest Customer Reviews (3 of 9 total)See all

"Very helpful and friendly. Very experienced, she definitely knew what she was talking about. "

Jane, 35-45 14 Mar 2017

"Alison was incredibly helpful, explained all the processes thoroughly, offered us a range of options to suit our needs and guided us very well through an area we knew nothing about. We would highly recommend her services to anyone in the future. "

Megan, 35-45 9 Mar 2017

"Alison is extremely knowledgable and has helped us to feel comfortable and positive in our retirement. She is always readily available to discuss any concerns we may have and able to reassure us at all times, we feel very confident with her advice."

Jane, 65+ 2 Mar 2017

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 18 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 2
100 Melville Street, Hobart
TAS 7000 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 9 Total Reviews
Jane, 35-4514 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very helpful and friendly. Very experienced, she definitely knew what she was talking about. "

Megan, 35-4509 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Alison was incredibly helpful, explained all the processes thoroughly, offered us a range of options to suit our needs and guided us very well through an area we knew nothing about. We would highly recommend her services to anyone in the future. "

Jane, 65+02 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Alison is extremely knowledgable and has helped us to feel comfortable and positive in our retirement. She is always readily available to discuss any concerns we may have and able to reassure us at all times, we feel very confident with her advice."

Bernadette , 35-4502 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Alison's depth of knowledge and engagement has been a game changer in mine (& my families) financial life and future, actually it's impacted every aspect of our lives. We now have a clear financial plan that is working for us and peace of mind has been restored! No amount of money could purchase that. Now, instead of being resistant to financial planning, I can't wait to get to the next meetings!"

Sandra&Ray, 65+02 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sandra $Ray , we have had Alison as our financial adviser for many years . We have found Alison to be very professional , and we are extremely happy for her to be looking after our finances"

David, 56-6502 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Dealing with Alison has been so easy right from the beginning. Alison monitors what is going on in the market and suggests changes to our portfolio to maximise our return."

Steven, 35-4502 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Alison has been excellent to work with, stepping us through every step of our financial plan. I would recommend Alison to anyone that is looking at planning for their financial future. "

Carissa, 35-4502 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Alison Greenwood - HIGHLY recommended!"

Kerrie, 46-5502 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Alison has been my adviser for many years and has always taken the time to ensure I am well looked after and that I understand my investments and choices. I would recommend Alison to others. Kerrie 7021"

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
7
Customers

#2
Preparing For Retirement
STRENGTH
5
Customers

#2
Savings Investment
STRENGTH
5
Customers

#3
Insurance Protection
STRENGTH
3
Customers

#3
Tax Effective Strategies
STRENGTH
3
Customers

#4
Household Budgeting
STRENGTH
2
Customers

#4
Managing Debt
STRENGTH
2
Customers

#5
Loan Products
STRENGTH
1
Customers

x

Overall rating

93%

Alison Greenwood

Company: Financial One

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Alison Greenwood is a member of and in what capacity, the licensee or company of Alison Greenwood and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Alison Greenwood (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 0%

Customer Satisfaction: 0%