The Financial Planning Association of Australia The Financial Planning Association of Australia

Alan Henson, AFP®


Name Alan Henson, AFP®
Company Hillman Morgan Financial Solutions Pty Ltd
Address 819 Ruthven Street
Toowoomba, QLD 4350
Phone 07 4659 9881
Email [email protected]
Website http://www.hmfs.com.au

I commenced working in the banking and financial services industry in 1980. Throughout the years I held a variety of positions that fostered a passion for helping clients grow and protect their wealth. This lead me to completing my Diploma of Financial Services and starting my career as a financial planner in 2006.

I believe it is important to consider all facets that make up an individual’s financial “big picture”.
To thoroughly and thoughtfully consider my client’s goals and circumstance and then to offer advice or strategy that reflects their very best interest.

I get the most satisfaction from working with clients that have entered retirement or that are nearing this phase of their lives. Retirement can be considered a stressful or overwhelming transition for some, but my approach is to ensure that an individual’s needs and requirements are met to ensure they make the most of what they have worked so hard to achieve. I aim to make the critical time in their financial life as simple and stress-free as possible.

Advice and Services:
Retirement Planning
Investment Planning
Superannuation including Self-Managed Super Funds
Insurance & Risk Planning
Life, Disability & Trauma Insurance
Income Protection
Estate Planning

Credo: “Thorough preparation makes its own luck”

After Hours:
Alan has completed Tough Mudder… TWICE!

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