ASA FINANCIAL ADVISERS - Key Persons
Alana's role is to look after our client's administration and service needs. Alana helps in the delivery of our Client Value Proposition ensuring our clients needs and objectives are met. As part of Alana's role, she works closely with Centrelink, Fund Managers, Insurance Companies and other related organisations. Alana is currently completing a Certificate III in Business.
Job Titles:
- Authorised Representative of Count / CFP®, Dip. FP, B.Com ( Melb )
John has worked in the financial services industry since 2001. He is a Principal Financial Adviser and Managing Director of ASA Financial Advisers Pty Ltd. His primary role is to provide clients with advice and strategies to help them achieve their lifestyle and financial goals. As Managing Director, John is responsible for the day-to-day operational management of the practice. John is a fully qualified adviser having completed a Bachelor of Commerce (University of Melbourne), a Diploma of Financial Planning, ASX Listed Products Accreditation, Margin Lending and Geared Investments accreditation, Self Managed Superannuation Fund accreditation and is a Certified Financial Planner® professional.
Matthew's key responsibility is the preparation of Records of Advice as part of our ongoing service provision. He also assists with the administration and implementation of client strategies. Matthew has a Bachelor of Commerce from Deakin University.
Job Titles:
- Paraplanner B.Bus ( FinPlan )
Narelle has worked in the financial services industry since 2001. Narelle is responsible for providing technical support, financial planning recommendations and research into individually tailored strategies. Narelle's main responsibility is the preparation of comprehensive Statements of Advice and Records of Advice. Narelle also helps with the completion of technical projections, applications and the implementation of recommendations. Narelle holds a Bachelor of Business (Financial Planning) from RMIT University.
Job Titles:
- Authorised Representative of Count / Adv Dip FP / B.Comp
- Financial Adviser With
Rob is a Financial Adviser with ASA Financial Advisers with over 10 years experience within the finance industry, specialising in superannuation and retirement income streams. With a career path forged on providing clients with financial guidance and quality service, his primary role is to provide clients with advice and strategies to help them achieve their lifestyle and financial goals.