Senior Financial Adviser

Alan Thomas

CFP, B Bus, Dip FP

Alan specializes in retirement planning, wealth creation and investment strategies for clients.

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 25 years. State West Financial Planning merged with Asprie2 Wealth in 2010 and Alan joined as a Practice Principal.

The Team

Qualifications & Associations

  • Authorised Representative
  • Bachelor of Business
  • Diploma of Financial Planning (FPA)
  • Certificate of Attainment for The Strategist Group Self Managed Superannuation Funds Advisor Course
  • Royal Perth Yacht Club