Alan Poswell
Financial Adviser
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About
Alan Poswell is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Planning from the Financial Planning Association of Australia obtained in 2004, Alan brings a wealth of knowledge and experience to every client relationship. Authorised to provide advice on a broad range of financial products, Alan can assist you with superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. His holistic approach ensures that all aspects of your financial well-being are carefully considered. Alan is committed to providing clear, straightforward advice that empowers you to make informed decisions. He understands that everyone’s situation is unique and takes the time to develop personalised strategies that align with your specific needs and aspirations. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Alan Poswell today to arrange a consultation and discover how he can help you achieve your financial objectives.
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Frequently Asked Questions
What types of financial advice does Alan Poswell offer?
Alan Poswell offers advice on superannuation, insurance, wealth management, retirement planning, and various investment products including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Alan Poswell have?
Alan Poswell holds a Diploma of Financial Planning from the Financial Planning Association of Australia, obtained in 2004.
How can Alan Poswell help me with retirement planning?
Alan can help you develop a comprehensive retirement plan that takes into account your current financial situation, future goals, and risk tolerance. He can provide advice on superannuation strategies, investment options, and income streams to ensure a comfortable retirement.
What is the process for becoming a client of Alan Poswell?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Alan will then develop a personalised financial plan tailored to your needs. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your objectives.
What should I expect from a consultation with Alan Poswell?
During a consultation with Alan, you can expect a thorough assessment of your financial situation, a clear explanation of your options, and a collaborative approach to developing a financial plan. He prioritises clear communication and empowering you to make informed decisions.
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