Alan Mccredie
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Alan Mccredie Email & Phone Number

Employer superannuation and group insurance specialist at Ascent Financial
Location: Greater Sydney Area, Australia 3 work roles 4 schools
1 work email found @ascentfinancial.com.au LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@ascentfinancial.com.au
LinkedIn Profile matched
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Current company
Ascent Financial
Role
Employer superannuation and group insurance specialist
Location
Greater Sydney Area, Australia
Company size
3 employees

Who is Alan Mccredie? Overview

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Alan Mccredie is listed as Employer superannuation and group insurance specialist at Ascent Financial, a with 3 employees, based in Greater Sydney Area, Australia. AeroLeads shows a work email signal at ascentfinancial.com.au and a matched LinkedIn profile for Alan Mccredie.

Alan Mccredie previously worked as Principal Adviser at Ascent Financial and Certified Financial Planner at Hillross Financial Services. Alan Mccredie studied at Cfp® Mcom Dip Fp.

Company email context

Email format at Ascent Financial

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{first}.{last}@ascentfinancial.com.au
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Profile bio

About Alan Mccredie

Many employers strive to attract and retain skilled employees so seek to provide competitive superannuation and group insurance benefits to achieve this. However the arrangements are complex and difficult to benchmark with very few organisations having in house expertise in these areas. Employees also find these valuable benefits confusing and look for help and advice that their employers are unable to provide. I am passionate about working with employers and their workplaces to help:• Employers design, implement and manage attractive, contemporary employee benefits in the areas of superannuation and group insurance• Employees understand and value benefits provided by their employers so they make better decisions with their benefits• Improve employees financial literacy with targeted education and advice so they make better financial decisionsI conduct supplier audits of benefits arrangements that identify opportunities to improve benefits or reduce cost of benefits. When appropriate I undertake pricing reviews or manage tenders of existing or proposed benefits arrangements to ensure contemporary features and competitive costs.Corporate activity or re-organisation can significantly affect employee benefit arrangements and employees in those arrangements. I help organisations throughout this process by:• Identifying issues impacting on and arising from the benefits arrangements• Developing strategies to best meet your organisations objectives for the benefits arrangements• Managing implementation of the strategy adopted with superannuation and insurance providers• Managing development and delivery of tailored information and advice programs for employees so that they understand what is happening, what it means for them and any decisions they need to make. If you feel your organisation might benefit from some expert help in any of these areas send an email to alan.mccredie@ascentfinancial.com.au to start a discussion.

Listed skills include Superannuation, Insurance, Investments, and Financial Planning.

Current workplace

Alan Mccredie's current company

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Ascent Financial
Ascent Financial
Employer superannuation and group insurance specialist
australia
Website
ascentfinancial.com.au
Employees
3
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Company profile
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3 roles · 40 years

Alan Mccredie work experience

A career timeline built from the work history available for this profile.

Principal Adviser

Current
Ascent Financial

Sydney

As Principal Adviser at Ascent Financial, a specialist provider of workplace financial advice and services, I work in partnership with our employer clients in the areas of: • Corporate Superannuation • Group Life Insurance • Group Salary Continuance • Financial education for employees • Financial and benefits advice for employeesI assist our employer client to provide contemporary benefits at competitive cost. I work with our team to deliver education and targeted… Show more As Principal Adviser at Ascent Financial, a specialist provider of workplace financial advice and services, I work in partnership with our employer clients in the areas of: • Corporate Superannuation • Group Life Insurance • Group Salary Continuance • Financial education for employees • Financial and benefits advice for employeesI assist our employer client to provide contemporary benefits at competitive cost. I work with our team to deliver education and targeted communications to help employees understand their benefits which improves their appreciation of the value of their benefits. I design and prepare a range materials and conduct group sessions and individual consultation to assist employees make good decisions with their benefits so they get better outcomes Show less

1997 - Present ~29 yrs 7 mos

Certified Financial Planner

Hillross Financial Services

Sydney

Advice in the areas of superannuation and group insurance for medium to large employers. Financial education and advice for employees within client workplaces.Personal financial planning advice and wealth management for individuals and their families.

1991 - 1997 ~6 yrs

Financial Adviser

Amp

Sydney

Advice in the areas of personal insurance and superannuation for individuals and their families.

1987 - 1991 ~4 yrs
4 education records

Alan Mccredie education

Education record

Cfp® Mcom Dip Fp

A summary of current professional qualifications and certifications/designations is above with full details of each below.

Cfa Program

Cfa Institute

The Chartered Financial Analyst® (CFA) credential is the most respected and recognized investment designation in the world. The CFA.

Master’S Degree, Commerce With Major Studies In Financial Planning

Western Sydney University

An advanced course of study to increase competence as a professional financial adviser and gain an advanced knowledge and understanding.

Diploma Of Financial Planning

Deakin University

This course covered essential through to advanced financial planning skills required to provide high quality personal financial advice..

FAQ

Frequently asked questions about Alan Mccredie

Quick answers generated from the profile data available on this page.

What company does Alan Mccredie work for?

Alan Mccredie works for Ascent Financial.

What is Alan Mccredie's role at Ascent Financial?

Alan Mccredie is listed as Employer superannuation and group insurance specialist at Ascent Financial.

What is Alan Mccredie's email address?

AeroLeads has found 1 work email signal at @ascentfinancial.com.au for Alan Mccredie at Ascent Financial.

Where is Alan Mccredie based?

Alan Mccredie is based in Greater Sydney Area, Australia while working with Ascent Financial.

What companies has Alan Mccredie worked for?

Alan Mccredie has worked for Ascent Financial, Hillross Financial Services, and Amp.

Who are Alan Mccredie's colleagues at Ascent Financial?

Alan Mccredie's colleagues at Ascent Financial include Peter Acton.

How can I contact Alan Mccredie?

You can use AeroLeads to view verified contact signals for Alan Mccredie at Ascent Financial, including work email, phone, and LinkedIn data when available.

What schools did Alan Mccredie attend?

Alan Mccredie studied at Cfp® Mcom Dip Fp.

What skills is Alan Mccredie known for?

Alan Mccredie is listed with skills including Superannuation, Insurance, Investments, and Financial Planning.

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