|Name||Alan Lake, CFP®|
|Company||Quattro Financial Services Pty Ltd|
|Address||8/12 Phillip Mall
West Pymble, NSW 2073
|Phone||02 9635 1411|
Alan is a highly qualified and professional financial planner and accountant with many years experience in the corporate sector and well over 18 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 and his firm also have 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.