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.