Alison Thomas Location
- Sydney, NSW, AU
Alison Thomas Work
- 2015 -now Founder @
- 2006 -now Founder @ At Call Bookkeeping
- 2013 -2015 Financial planner @
- 2010 -2013 Financial Planner @
- 2009 -2010 Servicing Planner @
- 2008 -2008 Paraplanner @ LANG Financial - Bathurst
Alison Thomas Education
- Charles Sturt University
Master's degree (Financial Planning and Services)
2010-2014 - Charles Sturt University
Bachelor's degree (Finance & Banking)
2005-2008
Alison Thomas Skills
- Ability to talk about complex finanical issues in easy to understand terminology
- Superannuation
- SMSF
- Strategic Financial Planning
- Wealth Accumulation
- Retirement Planning
- Income Protection
- Wealth Management
- Pensions
- Investment Strategies
- Estate Planning
- Personal Financial Planning
- Holistic Financial Planning
- Insurance
- Debt Management
- Portfolio Management
- Asset Allocation
- Financial Services
- Financial Planning
- Asset Management
- Tax
- Mortgage Lending
- Finance
Alison Thomas Summary
- Alison Thomas, based in Sydney, NSW, AU, is currently a Founder at Unearth Wealth. Alison Thomas brings experience from previous roles at At Call Bookkeeping, EFS Strategic, Woinarski Pty Ltd and Commonwealth Bank. Alison Thomas holds a 2010 - 2014 Master's degree in Financial Planning and Services @ Charles Sturt University. With a robust skill set that includes Ability to talk about complex finanical issues in easy to understand terminology, Superannuation, SMSF, Strategic Financial Planning, Wealth Accumulation and more. Alison Thomas has 1 emails on RocketReach.
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