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Glen Corcoran

Financial Adviser

Focused Lifestyle Planning Pty Ltd
Windsor, NSW 2756

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About

Glen Corcoran is an ASIC-registered financial adviser based in Windsor, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With over two decades of experience in the financial services industry, Glen holds a Diploma of Financial Planning from Deakin University (1999) and earned his Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia (FPA) in 2000. He further enhanced his expertise with qualifications in Self Managed Super Funds (FPA, 2004), the Accredited Listed Product Adviser Program (Kaplan Professional, 2012), and Estate Planning Accreditation (Australian Executor Trustees, 2014). Glen is authorized to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in helping clients navigate the complexities of retirement planning and build a secure financial future. • Superannuation advice to maximise retirement savings • Comprehensive insurance solutions to protect your assets and family • Strategic wealth management to grow your investments • Expert retirement planning for a comfortable future • Investment Life Insurance advice • Life Risk Insurance options • Securities advice • Retirement Savings Accounts assistance • Guidance on Government Debt Securities Ready to take control of your financial future? Contact Glen Corcoran today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth management Insurance solutions Investment strategies Estate planning

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning Estate Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000230323

Verify on ASIC Register

Authorised Representative Number

000263104

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Glen Corcoran offer?

Glen Corcoran provides comprehensive financial advice covering superannuation, insurance, wealth management, and retirement planning. He is authorized to advise on a wide range of financial products to suit your individual needs.

What are Glen Corcoran's qualifications and experience?

Glen Corcoran has a Diploma of Financial Planning from Deakin University and is a Certified Financial Planner (CFP). He also holds specialist qualifications in Self Managed Super Funds, Listed Products, and Estate Planning, with over 20 years of experience in the industry.

How can Glen Corcoran help me with retirement planning?

Glen can assist you in developing a tailored retirement plan that considers your financial goals, risk tolerance, and lifestyle aspirations. He will help you maximize your superannuation, manage your investments, and create a sustainable income stream for retirement.

What is the process for working with Glen Corcoran?

The process typically involves an initial consultation to understand your financial situation and goals, followed by the development of a personalized financial plan. Glen will then work with you to implement the plan and provide ongoing support and advice.

What should I expect from a consultation with Glen Corcoran?

You can expect a professional and informative consultation where Glen will listen to your needs, answer your questions, and provide clear and practical advice. He will explain his fees and services upfront, ensuring transparency and trust.

Get in Touch

Contact Glen 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.