Financial Adviser · ADELAIDE, SA

Alison Perrott

ADELAIDE, SA
37 Years experience
ASIC Registered · ADV 001003191
Currently at
Sydney, NSW (firm address)

Alison Perrott is a financial adviser based in Adelaide, South Australia, with 37 years of experience in the financial services industry since 1989. Alison is currently authorised under Ord Minnett Limited, operating through Ord Minnett. Alison holds authorisations to advise on superannuation, life insurance, managed investments and securities. Alison's qualifications include a Bachelor of Business (Finance & Economics) from University of Technology Sydney. Alison is a member of Australian Institute of Company Directors, Financial Advice Association of Australia (FAAA), Responsible Investment Association Australasia (RIAA) and Stockbrokers and Investment Advisers Association (SIAA).

Authorised to Advise On

Superannuation Life Insurance Managed Investments Securities Deposit Products Government Bonds Margin Lending

Qualifications and Training

1989
Bachelor of Business (Finance & Economics)
University of Technology Sydney
2002
Diploma of Financial Planning
Deakin University
2008
ASX/ACH Responsible Executive
ASX
2008
Superannuation Accreditation
RMIT University
2014
Company Directors Course
Graduate Australian Institute of Company Directors

Registration History

Oct 2006 - Present Current
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Oct 2007 - Jun 2020 Ceased

Source: ASIC Financial Advisers Register