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Alison McKenzie

FSP# 436986
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We couldn't be more excited to welcome Alison to our team, as she brings a wealth of knowledge and experience from her extensive career in finance. Her dedication to helping clients achieve their goals is unparalleled, and she possesses a specialised understanding of assisting medical professionals.

Residing in the sunny Bay of Plenty, specifically in Papamoa, Alison shares her life with her partner Clint and their beloved dog, Chance. Embracing the outdoor lifestyle, they find joy in exploring the beautiful beaches and natural wonders that New Zealand has to offer. 

Moreover, Alison's dedication to her profession is underscored by her status as a Practitioner and Trusted Adviser of Financial Advice New Zealand. This recognition speaks volumes about her expertise and commitment to upholding the highest standards of financial advice and service.

With Alison by your side, you can rest assured that your financial aspirations are in capable hands. Reach out to her today to experience the expertise and personalised care that make her a standout in the financial industry.

Alison holds her Level 5 - New Zealand Certificate in Financial Services in:

  • Core & Life/Health Disability

  • Investment

  • Retail Lending

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