Alan Hutchinson

Areas of Speciality

Strategies

• Savings & wealth creation
• Investment portfolios
• Superannuation planning
• Pre-retirement planning
• Retirement planning
• Succession planning
• Centrelink planning
• Budgeting & cash flow management
• Estate planning considerations

Products

• Cash management accounts
• Direct shares
• Retail & wholesale managed funds
• Retirement income streams
• Superannuation products
• Life insurance products
• Investment platforms
• Geared investments

About Alan

Phone +61 8 7074 8403

ahutchinson@baillieu.com.au

LinkedIn

Alan Hutchinson is a financial advisor with EL&C Baillieu, with over 15 years of industry experience. Alan has a background in investment research, providing a solid foundation and basis for his clients to invest their assets.  With a deep knowledge of economics, markets and key thematics impacting investors, Alan has the ability to assist his clients who include private individuals, families, SMSF’s and not-for-profits & charities around Australia, in making informed and qualified decisions that are tailored to their specific needs.

Alan currently assists the National Investment Committee of EL&C Baillieu Limited, was the former Senior Economist & a financial adviser at Prescott Securities and head of unlisted investment selection at Crowe Horwath, overseeing over $8b in assets at the time.

Alan’s ability to listen to his client’s needs and understand their financial objectives, coupled with his depth of experience and knowledge, enables the creation of tailored and effective long term strategies for his clients.

Alan’s qualifications include Honours degrees in Business and Economics with Flinders University, FINSIA Certification and a Graduate Diploma of Financial Planning.