Alison Smith
Executive Director/Senior Financial Adviser

Qualifications
Certified Financial Planner (CFP), Bachelor of Commerce (Accounting), Chartered Accountant (CA), Diploma in Financial Services (Financial Planning), Graduate Diploma in Corporate Governance

Memberships
Institute of Chartered Accountants in Australia, Financial Planning Association of Australia (FPA), Women in Super

Alison joined Walter Turnbull in 1995 and was a Partner from 2007 to 2010. In June of 2010, following the merger of WalterTurnbull and Price Waterhouse Coopers, Alison and Sean Hammond acquired the Financial Planning and Wealth Management Business that is known today asASET Wealth Management.

Alison completed a Bachelor of Commerce in Accounting at the University of Canberra and is a member of the Institute of Chartered Accountants. She completed a Graduate Diploma in Corporate Governance through Chartered Secretaries Australia and also holds a Diploma of Financial Services. She is a Certified Financial Planner and a member of the FAAA.

Alison has experience in a broad range of technical services, including superannuation, retirement planning, investments and, cash flow management. In addition, Alison has extensive knowledge in public sector super and defined benefit funds such as the CSS and PSS.

Ali’s polite professionalism, quiet and diligent work mannerisms and selfless nature are admired by everyone at ASET Wealth. Although Ali is quiet by nature she has a very competitive streak and loves to accept a good challenge. On weekends you will find Ali spending time with her family and enjoying her love of golf.