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Financial planning Tasmania

Global Layers

Meet the
FINANCIALONE team

Alison Greenwood

Authorised Representative

Senior Financial Adviser

I am currently a Director and Senior adviser in my own business and have been in the Financial Planning industry for almost 30 years, holding previous roles as a Principal and Manager of an accounting firm.

I am a CERTIFIED FINANCIAL PLANNER®, with a Major in Psychology and a Diploma in Financial Planning, Business Management and Human Resources.

I have recently become FASEA qualified and am nearing the end of a Master’s in Financial Planning.

My husband and I have two teenage boys, who give us much joy and keep our personal lives busy. My driving force in remaining in the industry is that I care about making a difference in people’s lives. In giving them a sense of financial security and helping them to achieve financial goals and lifestyle choices that they may never have considered previously possible.

Josh Corney

Authorised Representative

Senior Financial Adviser

I’ve worked in the financial services industry for more than 15 years and have been a Director and Senior Adviser of my business since 2012. One of the things I enjoy most about my work is helping our clients to make informed financial decisions that empower them to improve their lifestyles. I’m a CERTIFIED FINANCIAL PLANNER®, and hold other qualifications including a Bachelor of Business, Graduate Diploma of Financial Planning and am FASEA qualified.

Away from the office, I like spending time with family and friends, exploring new places, playing hockey and meeting new people.

Rachael Skerrett

Office Manager

I have worked in the financial services industry for a few years now, and one of the things I enjoy most about my role at Financial One is assisting our clients navigate the ever-changing landscape of financial planning.

I have a bachelor’s degree in Psychology with a minor in HR, and this assists me with engaging our clients, staff, and product providers to ensure optimal outcomes are achieved throughout our practice.

Outside of work I enjoy spending time with my family and friends, I have a fiancé and 2 adorable fur babies who keep my life full of joy.

Marlene Daley

Client Relations and Administrative Assistant

I have been employed in the Financial Planning industry for almost 24 years and have worked with Financial One for the last 10 years as an Administration and Implementation Assistant.

I thoroughly enjoy my job and working with the Financial One team and being able to assist our clients reach their financial goals.I am a mother of two daughters and have three grandchildren.

In my spare time I enjoy spending time with my family and friends and travelling around our beautiful state.

Jessica Knox

Paraplanner

I have been part of the Financial One team for over 5 years, researching and preparing Financial Plans for clients. I have 18 years experience in finance and hold a Diploma of Financial Planning. I enjoy my work and being able to assist our clients reach their financial goals.

Outside of work I enjoy spending time with my husband and daughter.

Keryn Dickinson

Client Services Administrator

I have worked in people focused roles for 40 years, I love connecting with people and thrive on giving our client’s the personal service and attention that I believe they deserve. I love the busyness and variety of my role and enjoy being a part of the Financial One team.

I have three grown sons and seven rambunctious grandchildren.

In my spare time I enjoy singing whenever I get the chance, writing songs and cooking delicious food for my husband, family, and friends.

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Errolyn Services Pty Ltd (ABN 65 009 582 352), J C Wealth Management Pty Ltd (ABN 17 159 164 048), ACM Wealth Planning Pty Ltd (ABN 96 149 337 904), trade as FINANCIALONE and are authorised representatives of Charter Financial Planning Ltd ABN 35 002 976 294, Australian Financial Services Licence and Australian
Credit Licence No. 234665.

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A: Level 2, 100 Melville St
Hobart TAS 7000

Phone - 03 6235 0111
Fax - 03 6234 7222
email - info@financialone.com.au

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