Alan Lake

Senior Financial Adviser
Bach of Commerce, Adv Diploma FP with specialist certificates in SMSF and Aged Care.
Professional Memberships: CFP and CPA

Alan joins our team with over 30 years’ of experience as an adviser. He has been in corporate management and is passionate about delivering experiences anchored in transparency, trust, open and clear communication, mutual understanding and genuine care. Alan has previously owned a financial planning practice in Sydney. In this own business, Alan proudly led his team through significant and impactful transformation redefining their business model to establish the culture of quality advice and exceptional outcomes that were desired.

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