Alan Earls ∼ Financial Adviser
Experience in the Financial Industry
Alan is a qualified Financial Adviser and his passion is for providing clients with options and security when it comes to their financial future. Alan has over 8-years’ experience with some of the large financial institutions in both the retail and the industry fund environment. Alan has operated his own financial planning business previously and his main areas of speciality are mums and dads, business owners, risk insurance, superannuation and retirees.
Qualifications and current training
Alan has many qualifications in the finance industry including a Certificate 4 in Mortgage Broking, a Diploma Financial Planning, an Advanced Diploma Financial Planning and a Grad Certificate in Commerce (Financial Planning).
He is also a Qualified Self-Managed Super Fund (SMSF) Adviser and a Member of the Association of Financial Advisers (AFA).
Alan maintains his ongoing training through Kaplan Professional and attendance at industry events and is currently enrolled at Griffith University finishing his Masters of Financial Planning.
Alan is a father of two and an advocate in the Irish Community and the Financial Planning Community. He is a former Board member of Irish Australian Chamber of Commerce and is a Co-Founder of XY Adviser, a community that promotes the sharing of ideas and that all advice should be able to pass the mums and dads test.
Outside of this, he can be seen watching the Roosters or Waratahs in his spare time.
Authorised Representative 429586
Sydney Office: Suite 4, First Floor, 31-41 Kiora Road,
MIRANDA NSW 2228
Phone: 1300 797 710
Fax: 08 8273 0677
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