About us

Who we are

Alpha Financial Group is a leading financial services provider, helping people take control of their finances and reach their financial goals.

Our business was established in 2004 and is based in Blackburn Victoria. We work with clients from all over the state, and are dedicated to helping each of them achieve their goals.


In fact, you've probably noticed we talk a lot about goals. For the last 12 years, we've been passionately helping our clients explore, plan, track and ultimately realise their goals. But, we cannot do any of that without a focus on building strong relationships with our clients. It's our main priority.

So we ensure we listen to your needs and take time to understand your unique set of circumstances. We're transparent about how we work and how we charge, which puts us in good stead to be able to deliver you with advice and solutions best fit to your life, needs and ambitions.

Our team of experts are well equipped to help you reach your goals. We are committed to client service excellence and ongoing adviser education. We have specialists with experience across a range of areas like tax, insurance, superannuation, cash flow,… and the list goes on. So whether you're 18 or 80, and need help with your goals, we have your needs covered.

But really, our business is all about you!


Our financial planning expertise

The better the plan, the better the outcome!

Therefore, we ensure we provide you with a comprehensive strategy starting with your goals. Following through with how to best structure your finances to help you reach those goals. Some of the areas we will investigate include:

  • How you can simplify your finances to easily keep on top of them
  • How you can make your money work harder for you
  • How you can protect your income

Meet our team

At Alpha Financial Group we are dedicated to providing you with the best advice and support possible. 

Our team will get to know you and advise and support you to plan your future.

Our advice team

Practice Principal and Financial Adviser

Authorised Representative and Credit Representative of Charter Financial Planning

Jacqui Chase

Practice Principal and Financial Adviser

Authorised Representative and Credit Representative of Charter Financial Planning

Advanced Diploma of Financial Planning
Certified Financial Planner (CFP)
CFP Member of Financial Planning Association General member of SMSF Association
Member of the ARA

Jacqui has worked in the financial services industry for 30 years, is currently the Practice Principal at Alpha Financial Group (AFG) and a practicing Certified Financial Planner (CFP).

Jacqui started her working life at National Mutual in superannuation administration, then progressed into sales.  She moved into the Practice Development Manager role for AXA FP and Charter FP and helped transition advisers into providing advice to clients.

Jacqui was given the opportunity to start her own practice in 1999.  In 2004, she aggregated her business with Jeff Gillard to form Alpha Financial Group.

Jacqui enjoys a work life balance, working 10 minutes from home.

Outside of work, she is married with 2 children.

Jacqui enjoys interacting with people!  So providing financial advice gives her the opportunity to talk with people and help them achieve their goals.

Jacqui talks about to people about their goals everyday! 

Her goals are to live a healthy, happy life.  To ensure that her children have every opportunity to succeed so that they will be able to contribute to society as independent adults.

Next time you speak to Jacqui – ask her about the chickens!

Our goals coaches

Goals Coach

Authorised Representative and Credit Representative of Charter Financial Planning

Caroline Hogan

Goals Coach

Authorised Representative and Credit Representative of Charter Financial Planning

Qualification: RG 146
FPA Financial Planner AFP
Authorised Representatives' Association

Caroline has been in the Financial Services Industry for over 26 years, starting in an administrative roll.

She started as a Financial Adviser with National Mutual in June 1991.

Caroline specialises in servicing clients, to endeavour to protect the client wealth through risk insurance, debt and cash flow management.

Prior to starting in the Financial Service Industry, she managed staff and an 800 member health register for a major health fund.

Over the years she has advised, held a number of administrative rolls and managed a State organisation.

Caroline is involved in a community organisation and enjoys being able to make a difference to other people’s lives.

She also enjoys the company of family and friends whenever possible.

Financial advice has given Caroline the opportunity to talk with clients about how we can help them achieve their goals. 

Caroline’s goal is to continue speaking with family, friends and clients to give them the knowledge of her experience and help them achieve their goals in life.

Our support team

Administration Manager / Concierge

Nanette Carruthers

Administration Manager / Concierge

Nanette worked in the banking industry for 15 years.

After a career break, she started working at Alpha 12 years ago.

Nanette likes to guide clients in the right direction to receive financial advice.

Nanette's goal is to build wealth, be debt free in retirement and to travel.


Alpha Financial Group in Blackburn is accredited with the highest standards of professionalism and advice. Click on the logos below for more information.