Alan Henson
Financial Adviser
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About
Alan Henson is an ASIC-registered financial adviser based in Toowoomba, Queensland, dedicated to helping clients achieve their financial goals. With a solid foundation built on a Diploma of Financial Services (Financial Planning) from GWM Adviser Services Ltd (2006) and an Advanced Diploma of Financial Services (Financial Planning) from ThreeSixty (2007), Alan has continued to expand his expertise with qualifications in Margin Lending and Geared Investments from Kaplan Higher Education Pty Limited (2010), and accreditation through the Accredited Listed Product Adviser (ASX ALPA) Program from Kaplan Higher Education Pty Limited (2012). Alan is authorised to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management solutions. His expertise extends to retirement planning, investment life insurance, life risk insurance, securities, derivatives, Retirement Savings Accounts, and Government Debt Securities. Alan’s key services include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies Ready to take control of your financial future? Contact Alan Henson today to arrange 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 Henson offer?
Alan Henson specialises in superannuation advice, insurance, wealth management, and retirement planning. He is authorised to advise on a wide range of financial products, including investment life insurance, life risk insurance, securities, and derivatives.
What are Alan Henson's qualifications?
Alan holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and qualifications in Margin Lending and Geared Investments. He is also an Accredited Listed Product Adviser (ASX ALPA).
How can Alan Henson help me with my retirement planning?
Alan can assist you in developing a comprehensive retirement plan tailored to your specific needs and goals. He will assess your current financial situation, project your future income needs, and recommend strategies to help you build a comfortable and secure retirement.
What is the process of working with Alan Henson?
The process typically begins with an initial consultation to discuss your financial goals and objectives. Alan will then gather information about your current financial situation and develop a personalised financial plan. He will review the plan with you and make any necessary adjustments before implementing it. Regular reviews will be conducted to ensure your plan remains aligned with your changing needs.
What should I expect from my first meeting with Alan Henson?
During your first meeting with Alan, you can expect a friendly and professional discussion about your financial goals, current situation, and any concerns you may have. Alan will explain his services and how he can help you achieve your objectives. It's a great opportunity to ask questions and determine if Alan is the right financial adviser for you.
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