About us - Orbit Financial Services

We are a small but dedicated team, providing holistic and strategic advice to our clients. Our Senior Financial Adviser, Alison Adamson (nee Crawford) , provides quality, tailored advice and has an unbridled passion for her clients. She has a Masters in Financial Planning and has been providing advice for 15 years. She loves the long term relationships built through helping her clients along their financial journeys.

Alison is driven by the need to enhance the lives and future wellbeing of our clients.

We believe an effective financial planning strategy looks at ‘the big picture’ taking into account all facets of our clients individual needs, current obligations as well as their financial goals and lifestyle aspirations for the future.

Alison Crawford - Senior Financial Adviser

Tracey Dudson is our Senior Client Services Officer. Tracey has been working in the financial planning industry since 2006 and holds a Diploma of Financial Planning. She is a dedicated and people focussed Senior Client Services Officer who is passionate about her work and loves being able to assist in helping our clients achieve their goals.

She can be reached at info@orbitfs.com.au

Tracey Dudson - Senior Client Services Officer

Jan Anderson is one of our Client Services Officers. She has been providing administration support in the financial planning industry for over 15 years. She enjoys supporting our financial planning team to make our client’s experience with Orbit efficient, professional and enjoyable.

Innovative

Professional

Dedicated

Our Responsibility

When we plan a financial strategy for our clients, we ensure that every part of the plan is working together to achieve the best possible outcome for our clients. We recognise that a good financial strategy can provide a positive impact on our client for the rest of their lives, so it’s a responsibility we take very seriously.

Our Passion

We are passionate about delivering sound advice and developing strong relationships. We pride ourselves on the delivery of friendly, professional and efficient services; offering specialised advice tailored to each client’s individual circumstances to help them achieve their goals and objectives.