About us

Our Team

Denis O’Callaghan:

Denis has been part of the financial services industry for over 20 years.  He has a Bachelor of Business, Diploma of Financial Planning, is a Certified Financial Planner and Registered Tax Agent. Denis is also a member of the Self-Managed Superannuation Fund Professionals Association of Australia (SPAA) as well as the Financial Planning Association.

With Denis’ extensive knowledge and experience, you, our client, are assured an ongoing program that is individually tailored to suit your needs so you can achieve your financial goals for the reasons that are important to you.

“Living Life on Purpose is what putting a Plan into place is about. Being held accountable and implementing that Financial Plan is what provides you with all the results and that is where we specialise.”

Scott Saunders – Financial Planner:

Scott is our Financial Planner and joined the Alliance team in August 2007. He holds a Bachelor of Commerce and a Diploma in Financial Services (Financial Planning).

Scott ensures all client deliverables are met in an accurate and timely manner. Scott’s week involves communication with clients, preparing and implementing strategy documents and measuring strategies against your cash flows to ensure the ideas we recommend on paper also work in practice.

Scott is optimistic about life & loves spending time with his young family. He is also a keen golfer, although his days on the green are few and far between now that he’s a father!

Tanya Hopkins – Manager - Client Experience:

Tanya has been an integral part of our team since January 2011 and she works part time. Her role is to implement, co-ordinate and manage our specialist deliverables team for all client deadlines and to ensure you, our client has a superior client experience.

Tanya has a Diploma of Business Management and her financial & office management experience make her an asset to our team.

Outside of the office Tanya loves to spend time with her family & close friends, enjoying the great outdoors with her husband & children. She has lived & travelled abroad and made Geelong her home since the Summer of 2008.