Alan Keith Thomas

Alan Keith Thomas Email and Phone Number

Financial Planner @ Aspire2 Wealth Advisers
australia
Alan Keith Thomas's Location
Greater Perth Area, Australia
Alan Keith Thomas's Contact Details

Alan Keith Thomas work email

Alan Keith Thomas personal email

n/a

Alan Keith Thomas phone numbers

About Alan Keith Thomas

I have broad experience in Personal Financial Planning helping my client to achieve their Financial Goals. I like to spend time to understand the Life Goals of my clients and provide guidance on the best way to achieve the Income and Assets to turn goals into reality.I started my business career in a small accounting firm in West Perth and was tasked with sorting out the Self-Managed Super Funds. This lead to joining a specialist advisory firm which provided advice to the Perth accounting market for all matters Superannuation.As the financial planning profession emerged I joined Colonial Mutual as the Business Development Manager for the investment market. Whilst in this role, I concentrated on both the investment and advice side of financial planning and with further studies gained the certification of CFP – Certified Financial Planner.In 1996 I moved to State West Financial Planning as a Senior Planner and have now been serving my loyal client base for 20 years. State West Financial Planning merged with Aspire2 Wealth in 2010 and since this time I have been a Practice Principal and Senior Adviser.Along with my work, my other passions include sailing and cycling. I have participated in the Hawaiian Ride for Youth for the past two years and have helped to raise much needed funds to raise awareness for youth suicide, depression and self harm. Aspire2 Wealth Advisers (ABN 42 125 897 903), and Alan Thomas are authorised representatives and credit representatives of Charter Financial Services Limited, Australian Financial Services Licensee and Australian Credit Licensee.This page contains general information only and does not take into account your objectives, financial situation or needs. Therefore, before relying on this information, you should consider your own personal circumstances and seek professional advice. Please click here http://bit.ly/2gAHzDg to find out more about our financial advice services.

Alan Keith Thomas's Current Company Details
Aspire2 Wealth Advisers

Aspire2 Wealth Advisers

View
Financial Planner
australia
Employees:
13
Alan Keith Thomas Work Experience Details
  • Aspire2 Wealth Advisers
    Financial Planner
    Aspire2 Wealth Advisers Mar 2010 - Present
    33 Richardson Street West Perth Wa
    I have been a Certified Financial Planner - CFP since 1994. At Aspire2 Wealth I specialise in Personal Retirement Planning for clients approaching Retirement. We provide ongoing advice for both Wealth Accumulaters and Retirees. We also specialize in Aged Care Advice.
  • Statewest Financial Planning
    Financial Planner
    Statewest Financial Planning Jan 1996 - Mar 2010
    Personal Financial Planning

Alan Keith Thomas Skills

Personal Financial Planning Retirement Planning Aged Care Advice Small Business Advice Wealth Management Finance Wealth Financial Advisory Certified Financial Planner Financial Goals Small Business Financial Planners Retirement Superannuation Wealth Accumulation Income Protection Estate Planning Investment Strategies Investments Financial Planning

Alan Keith Thomas Education Details

Frequently Asked Questions about Alan Keith Thomas

What company does Alan Keith Thomas work for?

Alan Keith Thomas works for Aspire2 Wealth Advisers

What is Alan Keith Thomas's role at the current company?

Alan Keith Thomas's current role is Financial Planner.

What is Alan Keith Thomas's email address?

Alan Keith Thomas's email address is al****@****.com.au

What is Alan Keith Thomas's direct phone number?

Alan Keith Thomas's direct phone number is +614189*****

What schools did Alan Keith Thomas attend?

Alan Keith Thomas attended Deakin University, Churchlands Senior High School.

What skills is Alan Keith Thomas known for?

Alan Keith Thomas has skills like Personal Financial Planning, Retirement Planning, Aged Care Advice, Small Business Advice, Wealth Management, Finance, Wealth, Financial Advisory, Certified Financial Planner, Financial Goals, Small Business, Financial Planners.

Who are Alan Keith Thomas's colleagues?

Alan Keith Thomas's colleagues are Tracy Wan, Matthew Colfer, Jaime Bedoya, Malcolm Davis, Kristie Tozer, John Bartle, Damon Tuthill.

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