Alice provides tailored advice on portfolio solutions for clients. Based in Sydney, she also supports clients in Brisbane.
After initially joining the firm as an investment analyst where she was involved in investment market research and providing support to the adviser network, Alice was promoted to the role of Investment Adviser and then Director with the Family Wealth Management team.
Alice has a Bachelor of Commerce, majoring in Finance and International Business from the University of Sydney. She is also accredited by the Stockbrokers Association of Australia and holds a Graduate Diploma of Financial Planning from Kaplan. She completed her FASEA Financial Adviser Exam in September 2020.