Allison has been part of the rapidly changing financial services landscape in Australia since 1988, when she joined the multinational company Prudential Assurance holding executive leadership roles in Marketing and Advice.
Her commitment to quality, strategic financial advice led to the formation of Matrix Planning Solutions in 1999, which was acquired by ClearView in 2014 to complement its other licensee, ClearView Financial Advice.
Today Allison is responsible for both the Matrix Planning Solutions and ClearView Financial Advice licences, driving licensee strategy to support advice practices to provide quality strategic advice to Australians who need it.