Alan Spicer
Financial Adviser
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About
Alan Spicer is an ASIC-registered financial adviser based in Newcastle West, NSW, dedicated to helping clients navigate the complexities of superannuation and achieve their retirement goals. With a solid foundation built on a Bachelor of Commerce from the University of Newcastle (2002) and an 8 Unit Diploma of Financial Planning from the FPA (2005), Alan has continually expanded his expertise to provide comprehensive and tailored advice. Alan holds the SMSF Specialist Advisor designation from the SMSF Association (2010) and is a Certified Practicing Accountant (CPA) with CPA Australia (since 2016), further demonstrating his commitment to upholding the highest professional standards. He completed FPC002B Ethics and Professionalism in Financial Advice in 2025. As an authorized financial adviser, Alan specialises in providing expert superannuation advice. He is passionate about helping individuals and families build a secure financial future through strategic planning and informed decision-making. • Superannuation advice • Retirement planning • SMSF advice • Financial goal setting • Investment strategies within superannuation Ready to take control of your superannuation and plan for a comfortable retirement? Contact Alan Spicer today for a consultation and personalised financial advice.
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Frequently Asked Questions
What types of financial advice does Alan Spicer offer?
Alan Spicer specialises in providing superannuation advice to help you achieve your retirement goals.
What qualifications does Alan Spicer have?
Alan holds a Bachelor of Commerce, a Diploma of Financial Planning, is an SMSF Specialist Advisor, and a Certified Practicing Accountant (CPA).
How does Alan Spicer approach financial planning?
Alan takes a personalised approach to financial planning, focusing on your unique circumstances and goals to develop tailored strategies. The process involves understanding your current financial situation, defining your objectives, creating a financial plan, and regularly reviewing your progress.
What can I expect during my first meeting with Alan Spicer?
During your initial consultation, Alan will take the time to understand your financial situation, goals, and risk tolerance. He will explain his services in detail and answer any questions you may have. This meeting will help determine if Alan is the right financial adviser for you.
Why should I choose Alan Spicer as my financial adviser?
Alan's extensive qualifications, combined with his membership with CPA Australia, and his specialisation in superannuation, means he is well-equipped to provide you with expert advice to help you achieve your retirement aspirations. His dedication to ethical and professional conduct ensures you receive the highest standard of service.
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