Alan is a dual qualified Chartered Accountant and Financial Adviser and is a Director of Huon Financial Services Pty Ltd. He is an Authorised Representative of Lonsdale Financial Group Limited. Alan has been providing specialist taxation and business advice for over 20 years and is also an accredited specialist adviser on Self-Managed Superannuation Funds
- Alan’s professional qualifications include:
– Chartered Accountant
– Graduate Diploma of Financial Planning
– Bachelor of Business (Accountancy)
– SPAA Accredited Specialist Self-Managed Superannuation Funds Adviser
– Registered Tax Agent
- Alan is a member of the following professional organisations
– Institute of Chartered Accountants (CA)
– Superannuation Professional Advisers Association (SPAA)
- Alan’s areas of specialisation include
– Taxation and Business Structures
– Self-Managed Superannuation Funds – advice and strategies
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