Alliance Investment and Retirement Services Pty Ltd

James is dedicated to the research function at Alliance and is currently continuing his studies towards attaining the Chartered Financial Analyst (CFA) accreditation.  On a daily basis James reports to our professional staff on the musings of investment markets.  He also provides significant focus and drive at our weekly investment committee meetings.

Linda joined Alliance in 1997 and is now firmly entrenched as our Compliance Manager. Linda also forms an integral part of our regular reporting to clients and manages any "special projects" around the office.

Jan is our much loved Office Manager and works very hard to ensure the business runs smoothly and our clients feel at home.  Our clients have a strong personal connection with Jan, knowing they can contact her at any time with any administration queries they may have.

Keran re-joined Alliance in March 2010, after previously working with Alliance from 1998 to 2002.  She is our Strategic Asset Accumulation Service (SAAS) Administrator.  Keran has many years of experience in management and administration in the financial services industry.