Our team

 

Alan Lake

CFP®, CERTIFIED FINANCIAL PLANNER®,

Director

I have over 25 years commercial experience in banking, manufacturing, transport and financial services. I enjoy helping my clients achieve their financial aspirations ? whether that?s a well earned holiday, a comfortable retirement, or anything in between.

Advice I specialise in
  • Retirement planning
  • Financial planning
  • Investment planning
  • Superannuation
General advice I provide
  • Small business advice
  • Estate planning
Qualifications
  • Certified Financial Planner
  • Bachelor of Commerce with a major in Accounting and a sub-major in Law, from the University of Western Sydney
  • Diploma of Financial Planning from Deakin University
  • Justice of the Peace in and for the State of NSW
Memberships and Associations
  • Member of the Financial Planning Association
  • Member of CPA Australia