Allana Swain

Client Services Officer

Allana joined Aspirations Wealth in May 2026 and brings with her over 15 years of experience in the financial planning industry. As part of the client services team, she enjoys supporting clients and helping create a positive experience. Allana loves working with people and believes the relationships built along the way are what make the role so rewarding.

Outside of work, she enjoys spending quality time with her family and two young sons, as well as attending live music events.

allana@aspirationswealth.com.au

QUALIFICATIONS

  • Bachelor of Commerce (Financial Planning & Finance)

  • SMSF Specialist Certificate

  • Certificate IV in Accounting & Bookkeeping – In progress