Alan has 22 years experience in the Financial Services Industry, including 14 years as a Financial Adviser. He has extensive knowledge of all areas of financial planning, including Superannuation, Investment & Retirement Planning, Wealth Creation, and Risk Insurance. Alan holds a Diploma in Financial Planning, and is formally recognised as a Certified Financial Planner (CFP), which is the highest designation in the industry.
Alan understands the need to provide a value oriented holistic financial planning service. He particularly specialises in pre-retirement and retirement strategies. Outside of his role at Financial Index, Alan is a family man with three children, and enjoys most sports.