Meet the
FINANCIALONE team
Alison Greenwood
Authorised Representative
Senior Financial Adviser
“I have had more than 19 years experience in the financial services industry, including holding key roles as financial planning manager and principal of an accounting firm. I’m a CERTIFIED FINANCIAL PLANNER® with a Diploma in Financial Planning, a Diploma of Business Management, a Diploma of Human Resource Management and a degree in psychology. I am also the mother of two boys, which gives me great joy and keeps me grounded.”
“It’s the day–to–day interaction assisting clients with personally–tailored financial advice that gives me the greatest satisfaction in my role with FINANCIALONE.”
Josh Corney
Authorised Representative
Senior Financial Adviser
“I’ve worked in the financial services industry for more than 10 years. 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 Master of Applied Finance.”
“Away from the office, I like spending time with family and friends, travelling, good coffee, playing hockey and meeting new people.”
Melanie Roff
Authorised Representative
Senior Financial Adviser
“After 18 years in financial services I am still excited that people share their financial story with me and allow me to coach and guide them into achieving their goals. I am passionate about assisting clients to reach their full financial potential.
My career highlight so far is being named the Charter 2012 Financial Adviser of the year for Tasmania, and a runner up for the Charter 2012 Vic/Tas Value of Advice Award.”
Jessica Knox
Client Services Officer
I have been part of the Financial One team for over 3 years’, helping prepare and research Financial Plans for clients. I have 14 years’ experience in finance, and have worked within the banking and superannuation industry.
I enjoy liaising with our clients, working with them to achieve their financial goals and retirement needs.
Outside of work I enjoy spending time with my husband and daughter.
Heather Richardson
Operations Manager
I have worked in the finance industry for the past 34 years holding various administration roles in tax and accounting practices and for the last 10 years have been working alongside Alison Greenwood in the Financial Planning industry where I am now applying my knowledge and experience to ensuring the smooth operation of Financial One.
I have three older children who keep me entertained and on my toes! I’m also a passionate horse/animal lover along with my husband Rod, enjoying downtime walking the dogs and being involved in our local pony club
Marlene Daley
Client Relations
I have been employed in the Financial Planning industry for almost 20 years and have worked with Financial One for the last seven 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 to two daughters and have three grandchildren.
In my spare time I enjoy spending time with my family and friends.
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