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

Alan Lake, CFP®

Name Alan Lake CFP®
Address HEAD OFFICE 166 Quay Street
Rockhampton City, QLD 4700
Phone 0410 463 356

Alan is a highly qualified and professional financial planner and accountant with many years experience in the corporate sector and nearly 20 years experience running a very successful business.He has proven and diverse business skills in areas such as management accounting; business performance analysis and reporting: business valuation; strategy formulation, delivery and implementation.He also has proven and diverse personal skills in traditional financial planning, in areas such as budget planning; debt management; portfolio management; insurance and risk analysis; wealth accumulation; personal, corporate and self-managed superannuation; tax planning; retirement planning (including Centrelink and Aged Care expertise) and estate planning.Specialties: Business planning, succession planning and estate planning for businesses and their owners.Helping people make smart choices about their money and their future.

< Prev Page