Alan Keal

Alan works with individuals, families and business owners who believe in taking control of their future.  Alan’s contribution starts by gaining a deep understanding of your ‘Big Picture Goal’ and then works to implement a plan to help you achieve the important things. He will help you make the most of what you have and consider options not considered.

Experience – Alan is a Certified Financial Planner and brings to the table over two decades of shared practical experiences working with hundreds of other clients.  

Some of the technical areas Alan has experience with include Tax Effective Investments, Portfolio Structuring, Salary Packaging, Business Planning, Cash-Flow, Risk Management, Self-Managed Super Funds, Retirement Incomes, Centrelink, Estate Planning and Philanthropy.

Education, Qualifications and Memberships

• CERTIFIED FINANCIAL PLANNER® Practitioner
• Qualified tax relevant provider - tax (financial) advice
  • Advanced Diploma of Financial Planning
  • Diploma of Financial Services (Financial Planning)
  • Certificate IV Financial Services (Finance/Mortgage Broking)
  • Member of the Financial Advice Association of Australia (FAAA)

Alan can provide financial advice and services on the following classes of financial products:

• Financial Planning;
• Superannuation;
• Securities;
• Managed Investments;
• Life Insurance and Risk Insurance Products;
• Tax Effective Investment(s);
• Deposit and Non-Cash Payments Products; and
• Margin Lending.