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AK

Alan Keal

Financial Adviser

Humphrey Partners
Spring Hill, QLD 4000

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Alan Keal is an ASIC-registered financial adviser based in Spring Hill, QLD, dedicated to providing comprehensive financial solutions to help you achieve your financial goals. With a strong foundation built upon a Diploma of Financial Services (Financial Planning) from AMP Limited (2003), a Certificate IV Financial Services (Finance/Mortgage Broking) from Tribeca (2005), and an Advanced Diploma of Financial Services (Financial Planning) from AMP Financial Planning (2006), Alan possesses the knowledge and experience to guide you through the complexities of the financial landscape. As a proud member of the Financial Advice Association of Australia (FAAA), Alan adheres to the highest ethical and professional standards. Alan is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Alan is committed to providing tailored advice and building long-term relationships with his clients. He takes the time to understand your individual circumstances and goals, developing strategies that are aligned with your needs and aspirations. Key services offered: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Alan Keal today to schedule a consultation and discover how he can help you achieve your financial dreams.

Specialisations

Areas of Expertise

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

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

000530266

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Australian Business Number

13463964055

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Authorised Representative Number

000248462

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Frequently Asked Questions

What types of financial advice does Alan Keal offer?

Alan Keal provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.

What are Alan Keal's qualifications?

Alan Keal holds a Diploma of Financial Services (Financial Planning), a Certificate IV Financial Services (Finance/Mortgage Broking), and an Advanced Diploma of Financial Services (Financial Planning).

What is the process for working with Alan Keal?

The process typically begins with an initial consultation to understand your financial situation and goals. Alan will then develop a personalized financial plan tailored to your specific needs. Regular reviews and adjustments will be made as needed to ensure you stay on track.

How does Alan Keal stay up-to-date with the latest financial regulations and industry trends?

As a member of the Financial Advice Association of Australia (FAAA), Alan is committed to ongoing professional development and adheres to the highest ethical standards. He regularly attends industry conferences and seminars to stay informed about the latest changes and best practices.

What can I expect during my first meeting with Alan Keal?

During your first meeting, Alan will focus on understanding your current financial situation, your short-term and long-term goals, and your risk tolerance. This meeting is an opportunity for you to ask questions and determine if Alan is the right financial adviser for you.

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.