Alison Greenwood
Ford Scott Financial Planning Pty Ltd
I have had more than 20 years experience in the financial services industry, including holding key roles as the financial planning manager and principal of an accounting firm. For the last 15 years I have been the Director of my own company.
I'm a CERTIFIED FINANCIAL PLANNER with a Diploma in Financial Planning, a Diploma of Business Management, a Diploma in Human Resources Management and a degree in Psychology. I recently completed a Post Grad in Financial Planning to ensure that I meet all education requirements for the future.
I think it most important that clients understand ''you don't know, what you don't know''. There are so many constant changes to the investment and superannuation landscape, it is important to ensure clients seek good advice so that they can make the most of everything that is available to them. Clients may initially pay more for good advice, but the benefits can be priceless.
I know that many of my clients tell me it gives them peace of mind to know they can rely on my expertise in helping them achieve their financial goals.
One of my key drivers is to make a physical difference in a clients life, and see them thrive.
Expertise
My Fees are based on the client, their circumstances and the complexity of their situation. A client can pay for an initial consultation and find that even though I can only offer general advice in this meeting, it is enough to get them on track. If they require more personalised advice or an ongoing service relationship, we can discuss the costs of this advice and service in this first meeting.
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 9
- First year providing advice 1999
- Years of experience 26
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Ford Scott Financial Planning Pty Ltd
Level 1, 31 Davey StreetHobart, TAS 7000
Meeting methods
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In person
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Phone
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Video call
Licensed by
Paragem Pty Ltd
AFSL 297276
