Specialisation
Alana
Pincombe
In their own words
Alana is a Senior Financial Adviser with over 15 years’ experience in financial planning who is passionate about building strong relationships with her clients and their families.
She values educating her clients and assisting them in articulating their financial goals throughout their financial journey, offering support to her clients through unexpected events and changing circumstances.
Alana takes a holistic approach to financial advice and takes pride in understanding each client’s unique financial situation, working alongside them to develop tailored solutions to meet goals and objectives. She works collaboratively with other professionals such as accountants and lawyers to ensure comprehensive financial advice.
Alana is member of the Cancer Council Pro Bono program, offering financial advice and assistance to those in need.
Qualifications and memberships
- Bachelor of Commerce (Accounting, Finance and Financial Planning)
- Accredited Aged Care Professional™
- Member of the Financial Advice Association Australia
Specialisation
Melbourne
Team
Shona Klibingaitis
Mortgage and Finance Advisor
Mona Barak
Mortgage and Finance Advisor
Dimitra Koutsougeras
Mortgage and Finance Advisor
Lisa Taylor
Senior Financial Advisor
Matt O’Brien
Financial Advisor
Alana Pincombe
Senior Financial Advisor
David Klein
Senior Financial Planner
Gary Ziebarth
Senior Financial Advisor
James Dimos
Executive Advisor
James Williams
Senior Financial Advisor
Jason Gan
Senior Finanical Advisor
Jason King
Executive Advisor
Jeff Hanna
Executive Advisor
Kathy Havers
Executive Advisor
Kristian Tribuiani
Executive Advisor
Lakshan Weerasinghe
Executive Advisor
Luke Brendish
Financial Advisor
Martin Sherwood
Executive Advisor
Mitchell Burger
Executive Advisor
Sascha Krummrey
Executive Advisor
Shane Fisher
Financial Advisor
Sheena Vohra
Senior Financial Advisor
Tonina Ciarrocchi
Executive Advisor
Trent Schliefert
Financial Advisor
