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Alan Tickle

Financial Adviser

TJL Financial Management
Forster, NSW 2428

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About

Alan Tickle is an ASIC-registered financial adviser based in Forster, NSW, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a Diploma of Financial Planning from Deakin University (1993), Alan has built a strong foundation of knowledge and experience. He further enhanced his expertise by becoming an Accredited Aged Care Professional through Aged Care Steps (ACS) Pty Ltd in 2015 and completing the Accredited Listed Product Adviser Program with Kaplan Professional in 2019. Alan is authorised to provide advice on a wide range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Alan is committed to providing clear and straightforward advice to help you navigate the complexities of the financial landscape. Key services include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment advice Whether you're planning for retirement, seeking to protect your assets, or aiming to grow your wealth, Alan can provide the expert guidance you need. Contact Alan today to schedule a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Insurance solutions Wealth management Investment advice Aged care financial advice

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000529187

Verify on ASIC Register

Authorised Representative Number

000309339

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Alan Tickle provide?

Alan Tickle specialises in superannuation advice, insurance solutions, wealth management, and retirement planning. He is also authorised to provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.

What qualifications does Alan Tickle have?

Alan holds a Diploma of Financial Planning from Deakin University, is an Accredited Aged Care Professional (Aged Care Steps), and has completed the Accredited Listed Product Adviser Program with Kaplan Professional.

How can Alan Tickle help me with my retirement planning?

Alan can help you develop a comprehensive retirement plan tailored to your individual needs and goals. This includes strategies for maximizing your superannuation, managing your investments, and ensuring a comfortable retirement income.

What should I expect during my first consultation with Alan?

During your initial consultation, Alan will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide you with an overview of the services he offers and how he can help you achieve your financial objectives.

Does Alan provide ongoing support and advice?

Yes, Alan is committed to providing ongoing support and advice to his clients. He will regularly review your financial plan and make adjustments as needed to ensure you stay on track to achieve your goals.

Get in Touch

Contact Alan directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.