Alison Kolb

Senior Private Wealth Adviser

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Background

Alison joined Ord Minnett in 2014, bringing over a decade of experience in private wealth management, gained from her time at prestigious firms such as Morgan Stanley Private Wealth, Macquarie Bank, and Keystone Private Family Office.

Alison’s client-focused approach to financial solutions has been shaped by her diverse experiences in high net worth wealth management. Before her finance career, Alison was an elite rower, representing Australia internationally, a background that instilled in her values of compassion, competitiveness, and teamwork. These values are evident in her professional life, where she works diligently to foster long-term success for her clients.

Alison’s areas of expertise allow her to provide comprehensive wealth management, specialist guidance on superannuation and self-managed super funds (SMSFs), tailored investment services, and personalised investment advice and portfolio construction for her clients.

Areas of Expertise

Key Services

Financial
Planning

Investment Advice
& Strategy

Portfolio Construction 
& Management

Portfolio Reporting & Administration

Superannuation
& SMSF

Stockbroking

Retirement
Planning

Philanthropic
Giving

Investment & Market Research

Qualifications

Diploma of Financial Planning, Kaplan Professional
Professional Diploma in Stockbroking, Stockbrokers Association of Australia
Bachelor of Commerce, Griffith University

Certifications

Accredited Derivatives Adviser Level 1 & 2
Margin Lending

Areas of Advice

Asset Allocation
Financial Advice
Life risk insurance
Retirement planning
Superannuation & SMSF

Office

Brisbane

Level 34/71 Eagle St Brisbane City QLD 4000

(07) 3214 5555

brisbane@ords.com.au

Map

Testimonials

Anne and Alison are absolutely wonderful advisors. Friendly and attentive customer service, brilliant market knowledge and excellent financial results.

Katrina Nelson

I have been a client at Ord Minnett since 1993.

Since retirement in 2012, Anne Williamson, who was later joined by Alison Kolb, have been our SMFS advisers. Upon retirement I moved nearly all of my Superannuation fund into this SMSF, but for comparison purposes I left a small amount in the then Q Super.

Since moving the superannuation into our SMSF at Ord Minnett, by my analysis, after paying annual pensions slightly above the ATO requirements from the SMSF, the audited fund value at the end of the last financial year has grown by more than 40%. The notional amount left in Q Super, for the same time, after taking a pension of the same proportion for each year would have increased by 2%. I firmly believe the advice of Anne and Alison on portfolio structure and the asset allocation within the portfolio has been the major factor influencing this superior growth.

Further, although the PARS fee is a little higher than a Q Super annual contribution the remittance of franking credits from the ATO to our SMSF, something the does not occur in Q Super, easily covers the difference.

Also, I must commend Ord Minnett on its web presence and secure access, their research teams, their analyses and their recommendations, and Ords' timely distribution of financial information sets.

Finally, our advisers, Anne and Alison, are always easily contactable by phone or email to discuss and provide cogent timely advice on all relevant financial matters.

Peter Campbell

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