Alan Klein Email & Phone Number

Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Investment, Risk Management advice, Coaching, Financial Planning, and Life Insurance. Alan is a practitioner member of the Association of Financial Advisers as well as a member of the NSW Business Chamber. At XL Planners, Alan provides professional advice to his clients on a large range of financial planning issues. He prides his approach on building long-term relationships withclients with the aim of providing financial advice tailored to their situation. Alan is skilled at helping clients from all stages of life, from just starting work right through to retirees, to achieve their financial goals. Prior to his career as a financial planner, Alan studieda Bachelor of Commerce at the University of Cape Town before starting his own event hire business in South Africa. On emigrating to Australia, he continued this venture giving him 30 years of experience in business, dealing with people and the problems that confront them.. Alan has a keen interest in finding solutions in affordable housing in areas of need.

Listed skills include Financial Modeling, Coaching, Management Consulting, Retirement Planning, and 15 others.