Alan Lake BComm DipFP CFP CPA(FPS) SSA

Company Soundbridge Financial Services
Title Senior Financial Adviser
Profession Financial Planner
Address 166 Quay St ROCKHAMPTON CITY QLD 4700
Email [email protected]
Phone +61410463356

Summary

After nearly thirty years in Sydney, Alan has returned to Brisbane where he can once again offer professional advice to his clients. Working with a team of talented and dedicated people enables him to provide the very best advice, appropriate for a client's circumstances.

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 strategic accounting and financial planning business in Sydney

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, aged care and estate planning.

Specialties: Business planning, succession planning and estate planning for businesses and their owners. Wealth accumulation, wealth protection, retirement planning and aged care planning for individuals and families. Helping people make smart choices about their finances, their business, their money and their future.