Authorised Financial Adviser – FSP77541
For Alan financial advice had been a lifetime career. Beginning in the 1970s, he’s now spent over 40 years helping people protect their own and their families’ financial security and he still loves his work. He’s seen many clients able to claim on the policies he’s put in place and that’s what makes his work worthwhile.
‘I have been able to do this work for so long because I know that it makes a difference in peoples’ lives and I love the sense that I am in service to my clients, giving them the benefit of both my in-depth knowledge of the insurance business and my positive outlook on life.
He has a unique perspective on putting the client first and maximizing his own skills to achieve outstanding results.
Over the years, Alan has received numerous recognitions and awards from insurance companies and the wider industry.
Alan is married to Donna and they are kept busy with 13 grandchildren, renovating their forever home in Wairarapa and plenty of overseas travel. Plus Alan plays golf 2 or 3 times a week and is on a single-figure handicap.
New Zealand Certificate in Financial Services – Financial Advice (Level 5)
Authorised to practise from the Financial Markets Authority