As a Director of SWA Financial Planning, Alison allocates her time between seeing new and existing clients, as well as ongoing management of the business. Alison has been at SWA Financial Planning since 1994, is a CFP and holds a Masters in Commerce (Financial Planning) alongside various other degrees and qualifications. Alison is also currently serving as a Director on the Board of the Financial Planning Association of Australia and a member of the SWA Investment Committee.
- Retirement Planning
- Wealth Creation
- Non-super Investments
- Aged Care Advice
- Centrelink Advice
- Direct Equities
- Overseas Pensions
- Personal Insurance
- Self-Managed Super Funds
- Salary Packaging
Advice is provided on a fee for service basis. For advice provided that is related to your Sunsuper account, you may be able to pay via a deduction from your Sunsuper balance. Alison can provide advice on an ongoing basis or on a one-off basis depending on the client’s needs / preferences.
Level 1, 166 Keira Street, Wollongong NSW 2500
Monday to Friday: 9.00am - 5.00pm.
Alison Henderson is a representative of Symes Warne & Associates Pty Ltd AFSL No. 241 050 ABN 25 002 495 098 and can be found on ASIC’s Financial Advisers Register. Profiles are provided by National Advice Panel planners. More information about each planner, including services they offer, remuneration, any potential conflicts of interest, and dispute resolution, are set out in their own Financial Services Guide(s). Sunsuper does not receive or pay any referral fees to these planners. The National Advice Panel planners are not employed by Sunsuper, and Sunsuper is not responsible for the advice provided by these planners.