Alison Hewitt Email & Phone Number

Nerang, Qld, Au

Gold Coast, Queensland, Australia

I am an accredited financial planner and financial business success coach specialisng in helping single women navigate their financial journey to achieve financial independence and confidence. Specialising in money and financial coaching to transform a strong money mindset for better cashflow and financial positions; conquer debt; build financial nest egg, family law collaborative law, estate planning and SMSF. I have over 20 years experience in the financial services from legal and compliance to assisting clients meeting their goals and objectives through education, coaching and specialised strategies.I am an accredited financial planner specialising in family law collaborative law, estate planning and SMSF. I have over 20 years experience in the financial services from legal and compliance to assisting clients meeting their goals and objectives through education, coaching and specialised strategies.Financial Coaching is a financial planning practice that believes in the difference that our advice can make - whatever your stage of life. Located on the Gold Coast and servicing clients around Australia, with a mission to help our clients achieve their financial objectives. There are few elite athletes that excel without the guidance of a knowledgeable and trusted coach. My financial coaching process provides you with advice on how to achieve superior results, more than you would otherwise achieve alone. My program acknowledges there are few people who have the skills, the time or the discipline to achieve financial independence without professional coaching and a well thought out "training plan" to achieve your financial goals.Skills: Sales Management · Social Media Marketing · Sales & Marketing · Sales · Online Marketing · Office Administration · Marketing Management · Marketing · Leadership Development · General Office Skills · Direct Sales · Time Management · Team Building · Communication · Client Relations · Administration

Gold Coast, Queensland, Australia

As a CERTIFIED MONEY COACH (CMC)® I guide clients through a proven four step money coaching process to transform their behaviours and unconscious habits relative to money to achieve their financial success. The unique coaching process help clients to solve common problems associated with money choices, patterns, and the day-to-day management of money issues. People often have unconscious patterns, beliefs and behaviours around money that prevent them from fully experiencing their true potential.

Gold Coast, Queensland, Australia

Gold Coast, Queensland, Australia

I walk side-by-side with professionals, executives & business directors who want to LEVEL UP their personal authority and leadership to become even more successful than where they are right now, both personally and professionally.

Gold Coast

I am an accredited financial planner specialising in family law collaborative law, estate planning and SMSF. I have over 20 years experience in the financial services from legal and compliance to assisting clients meeting their goals and objectives through education, coaching and specialised strategies.

Gold Coast

Manage all operations of financial planning and mortgage broking business including managing staff to ensure the office is compliant and efficient.

Gold Coast

Gold Coast

As General Manager for My Adviser I am responsible for the smooth operation of the day to day office. Commonly in my position, I usually oversee the Compliance of the advisers as well as My Adviser's license as well as the day-to-day operations of the business. Frequently, I am is responsible for effective planning, delegating, coordinating, staffing, organizing, and decision making to attain desirable results for My Adviser. I seek leadership and guidance from my Managing Director

Gold Coast

During this position and currently in conjunction with my General Manager position I am responsible for: •Maintaining effective working relationships with all divisions of the business including advisers, staff,, Executives and communication with the Board)•Identifying and evaluating compliance risks and embed controls into the business.•Implementing and monitoring compliance and risk management frameworks and compliance policies.•Undertaking compliance testing across all divisions of the business.•Providing regulatory compliance training to all staff and act as Training Manager to the advisers.•Ensuring compliance with Corporations Act, Privacy Law, AML/CTF etc.

Manage the day to day operations of the office and provide technical support to Director of the business. Assist Advisers, Accountants and trustees with the provision of SMSF compliance documentation. Manage training events and build both internal and external relationships

Gold Coast

Diploma Of Financial Planning, Financial Planning And Services

Smsf Accredited Specialist, Self Managed Superannuation Funds

Assocaite Degree In Law (Paralegal), Law

Hsc

Bachelor'S Degree, Bachelor Of Business

Diploma Of Financial Services (Mortgage Broking), Finance, General

Certificate Iv In Business Administration, Business Administration And Management, General

Certified Money Coach, Money Coaching