Who I Am
I am a licensed financial adviser based in Melbourne, helping Australians make smarter decisions with their money. I have over 6 years of experience in financial planning and I am accredited in both Australia and Ireland.
I started Financial Planning with Alan because I believe financial advice should be clear, personal, and free of jargon. Too many people put off getting advice because the industry makes it feel complicated or inaccessible. My goal is to change that — to give you a straightforward plan you can actually understand and follow.
I work with clients across Australia, though my focus is on people who are building wealth, optimising their super, or planning for retirement. Whether you are a high-income earner navigating Division 293, approaching preservation age, or running an SMSF, I provide advice that is specific to your situation and grounded in current legislation.
Qualifications & Credentials
You can verify my credentials on the official Financial Advisers Register
Verify on Financial Advisers Register →My Approach to Financial Advice
I do not believe in one-size-fits-all advice. Every client has a different income, a different family situation, different goals, and a different attitude to risk. The advice I give reflects that.
My process starts with listening. Before I recommend anything, I want to understand what matters to you — not just your numbers, but your priorities. From there, I build a strategy that fits your life, not a template that fits a product.
I am also transparent about how I work. I will tell you what I think, explain why, and give you the information you need to make your own decision. If something is not in your best interest, I will say so. If I am not the right adviser for your situation, I will tell you that too.
Beyond the Numbers
Outside of financial planning, I am an avid explorer of new places, a lover of good food, and a passionate football fan — that is football football, not AFL. These are the things that keep me balanced and energised, and they are a reminder that money is a tool, not the goal. The goal is a life you actually enjoy.
What I Specialise In
Superannuation Advice
Contribution strategies, salary sacrifice, Division 293, and super optimisation
Learn moreRetirement Planning
TTR strategies, pension phase, income modelling, and Age Pension planning
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Investment strategy, compliance, and pension phase for SMSF trustees
Learn moreInvestment Advice
Portfolio construction, asset allocation, and evidence-based investing
Learn moreTax Planning
Salary sacrifice, Division 293, carry-forward contributions, and tax-effective structuring
Learn moreInsurance Strategy
Life, TPD, income protection, and trauma cover review
Learn moreReady to Have a Conversation?
Book a free 30-minute discovery call. No pressure, no obligation — just a chance to talk through your situation and see if I can help.
Book Your Free Discovery CallThe information on this website is general in nature and does not take into account your personal objectives, financial situation, or needs. It should not be relied upon as personal financial advice. Before making any financial decisions, consider whether the information is appropriate for your circumstances and seek independent professional advice where necessary.