Alan is a qualified financial planner and holds an Advanced Diploma in Financial Planning (ADFP). In addition to his ADFP he holds qualifications in Gearing, Margin Lending and Specialist SMSF accreditation and Tax (Financial Advice) from the TPB. He has worked in the financial services industry for over 20 years.
Alan is a practitioner member of the Association of Financial Advisers as well as a member of the NSW Business Chamber. At XL Planners, Alan provides professional advice to his clients in a wide 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. He has over 30 years of experience in business which has helped hone his skills in dealing with people and their financial problems which he loves solving.
NEARGOLD PTY. LIMITED T/A
XL Planners Corporate
Authorised Representative of GPS Wealth Ltd
AFSL 254 544| ABN 17 005 482 726