Who are XL Planners?

 

ALAN KLEIN

Advanced Diploma of Financial Services

Alan is a qualified financial planner who gained his Advanced Diploma in Financial Planning in 2006. He has worked in the financial services industry for over 15 years and continues his studies towards his Certified Financial Planning designation, which he will complete later this year. At XL Planners, Alan provides professional advice to his clients on a large range of financial planning issues. He prides his approach on building long-term relationships with clients with the aim of providing financial advice tailored to their situation. Alan is skilled at helping clients from all stages of life, from just starting work right through to retirees, to achieve their financial goals.Prior to his career as a financial planner, Alan studied Commerce at the University of Cape Town before starting his own event hire business in South Africa. On emigrating to Australia in 1995, he continued this venture giving him 30 years of experience in business, dealing with people and the problems that confront them.

Adviser details:
NEARGOLD PTY. LIMITED T/A
XL Planners Corporate
Authorised Representative of GPS Wealth Ltd
AFSL 254 544| ABN 17 005 482 726