Financial Planner
We will work through the process to identify your needs, goals and strategy, and put your plan into action
Mortgage Advisor
We’ll give you independent advice and help you search over thousands of mortgages to find the right deal for you
Pension Adviser
We will be happy to give you information and guidance on occupational or private pension arrangement

Professional Certificates

In our company we have assembled only certified and experienced employees who stand behind their promise to deliver quality services

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Our Advisors

There are lots of reasons why people need advice from a financial adviser but there are also lots of different types of adviser, so it pays to know who to go to and when
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Alliance Wealth’s Technical Team

With legislation in the financial planning industry constantly changing, when it comes to providing quality advice, even the most experienced advisers need support to address some of the more complex and specialised client needs. Alliance Wealth’s Technical Services Team is a dedicated team of qualified experts providing research and assistance in more complex and involved […]

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Sofia Santagada

Sofia’s assignments are that of office and lending support; compliance;  and the realisation of essential Investment Options (Aust) general operational procedures. Over the years Sofia has gained extensive knowledge of all aspects relating to administration within a financial planning firm. She is responsible for ensuring the practice is following correct procedures and the daily running […]

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Felycia Hancock

Felycia is an integral part of the Investment Options (Aust) team in her engagement as Personal Assistant to Frank Santagada CFP® Dip FP AFB C.Dec. She carries the responsibility of data collation and maintenance; implementation of investment strategies to completion; and general workflow within the practice. Felycia has completed a Business Administration Traineeship and her innate […]