Alan Giumelli
Financial Adviser
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About
Alan Giumelli is an ASIC-registered financial adviser based in Milton, QLD, committed to helping clients achieve their financial goals. With a Diploma of Financial Planning from Deakin University obtained in 2004, Alan brings a wealth of knowledge and experience to his practice. Alan is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Alan focuses on building long-term relationships with his clients, ensuring they receive tailored advice and support every step of the way. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Alan Giumelli today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Alan Giumelli offer?
Alan Giumelli provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He tailors his advice to each client's unique circumstances and goals.
What qualifications does Alan Giumelli have?
Alan Giumelli holds a Diploma of Financial Planning from Deakin University, which he obtained in 2004. He is also an ASIC-registered financial adviser.
What is the process for becoming a client of Alan Giumelli?
The first step is to schedule an initial consultation. During this meeting, Alan will discuss your financial situation, goals, and risk tolerance. He will then develop a personalized financial plan tailored to your needs. Ongoing reviews and support are provided to ensure you stay on track.
Can Alan Giumelli help me with my retirement planning?
Yes, Alan specializes in retirement planning. He can help you develop a strategy to maximize your retirement savings, manage your investments, and ensure a comfortable retirement lifestyle.
What should I expect during my first meeting with Alan Giumelli?
During your first meeting, you can expect a thorough discussion of your financial situation, including your income, expenses, assets, and liabilities. Alan will also ask about your financial goals and risk tolerance. This information will help him develop a personalized financial plan for you.
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