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

Alan Lake, CFP®


Name Alan Lake, CFP®
Company Lambert Investment Financial Group
Address Lambert Investments
Suite 15, 205 Montague Road
West End, QLD 4101
Phone 07 3010 3410
Mobile 0410 463 356
Email [email protected]
Website http://www.lambertinvestments.com.au

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.

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