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Alan Thomas

Aspire2 Wealth Advisers

Gold
28 Yrs Experience
West Perth, WA 6005

Alan started his business career in a small accounting firm in West Perth and was tasked to sorting out the Self-Managed Super Funds. This lead to joining a specialist advisory firm which provided advice to the Perth accounting market for all matters Superannuation.

As the financial planning profession emerged he joined Colonial Mutual as the business development manager for the investment market. Whilst in this role he concentrated on both the investment and advice side of financial planning and with further studies gained the certification of CFP – Certified Financial Planner.

In 1996 he moved to State West Financial Planning as a senior planner and has now been serving his loyal client base for 20 years. State West Financial Planning merged with Asprie2 Wealth in 2010 and Alan joined as a Practice Principal.

At a glance

  • Adviser status Gold
  • First year providing advice 1996
  • Years of experience 28
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Aspire2 Wealth Advisers

Level 2, 33 Richardson Street
West Perth, WA 6005

Licensed by

Charter Financial Planning

AFSL 234665