Alan is a Chartered Accountant and Qualified Financial Planner and joined Bourke Group in 2015 as the former Head of Wealth Management at Morgan Stanley Wealth Management. Alan brings with him vast knowledge of Financial Markets and ‘needs based’ Wealth Management. Alan works collaboratively with our Accounting and Advisory staff to help clients grow and protect personal wealth in a tax effective manner.
Self-Managed Super Funds (SMSF)
Holistic Wealth Management