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Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

    What areas of financial planning are you looking for advice on?

Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

Alice O’Sullivan

Client Experience Consultant Financial Advisor Support

Ali is a Client Experience Consultant with Yield and is primarily responsible for providing their insurance review service for clients. She is currently completing a Bachelor of Commerce (Financial Planning) / Bachelor of Arts (Advertising & Public Relations). Ali is passionate about achieving her best and helping others do the same.

Ali has a history of working in various customer relations positions and as a Financial Advisor support, she could see an opportunity to put her skills to use. Yield’s commitment to customer experience, strong values, and welcoming environment are why she chooses to work at Yield Financial Planning. Ali is excited by the future and to grow as a professional in Financial Planning.

Outside of the office, Ali is a drummer, AFL fan, and loves to travel.

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Free Consultation

Get started with your free strategy consultation and receive a copy of the MOST IN DEMAND Good Fortune Guide – written by Certified Financial Planner of the year 2020 national finalist, to help educate you on your financial plan.