Stephen Allan

FAQ About Stephen Allan

• What is Stephen Allan's address?

  Stephen Allan is located at
  Greater Sydney Area, Greater Sydney Area, Australia

• What is Stephen Allan's job title?

  Stephen Allan is a
  I was previously the owner of a financial planning/services business, having commenced in 1988. The business has an excellent service offering and although I personally retired from the business at the end of 2016, Elevate Financial Solutions continues to provide quality financial advice and assistance. The company is currently owned and operated by Philip McCoy and Crysta Vandersluys; both of whom derive great enjoyment in assisting clients achieve their financial life goals. While working, my primary areas of interest included: - personal insurances for individuals; - budgeting and cash-flow management; - retirement planning and the complex rules surrounding superannuation; - assistance with Centrelink and Aged Care rules; - estate planning; and - generally, the financial education of our clients. I retain membership of: - Financial Planning Association as a retired member (I can no longer use the CFP designate), and - SMSF Association as a retired member (I can no longer use the “Specialist Adviser” designate) Retirement from the industry was timely and I have no desire to return to the workforce. Although I retain a keen interest in Estate Planning, I am enjoying retired life to the fullest. I recommend making personal plans and sacrifices early in life so you have the opportunity to enjoy the fruits before you are too old. Estate Planners

• What industry does Stephen Allan currently work in?

  Stephen Allan currently works in the
  Estate Planners

• What is Stephen Allan's area of expertise?

  Stephen Allan specializes in
  I was previously the owner of a financial planning/services business, having commenced in 1988. The business has an excellent service offering and although I personally retired from the business at the end of 2016, Elevate Financial Solutions continues to provide quality financial advice and assistance. The company is currently owned and operated by Philip McCoy and Crysta Vandersluys; both of whom derive great enjoyment in assisting clients achieve their financial life goals. While working, my primary areas of interest included: - personal insurances for individuals; - budgeting and cash-flow management; - retirement planning and the complex rules surrounding superannuation; - assistance with Centrelink and Aged Care rules; - estate planning; and - generally, the financial education of our clients. I retain membership of: - Financial Planning Association as a retired member (I can no longer use the CFP designate), and - SMSF Association as a retired member (I can no longer use the “Specialist Adviser” designate) Retirement from the industry was timely and I have no desire to return to the workforce. Although I retain a keen interest in Estate Planning, I am enjoying retired life to the fullest. I recommend making personal plans and sacrifices early in life so you have the opportunity to enjoy the fruits before you are too old.

• Which languages does Stephen Allan speak? 

  Stephen Allan speaks the following languages:
  No languages available.

• Which industries has Stephen Allan previously worked in?   

  Stephen Allan has prior experience in the following industries:
  Elevate Financial Solutions , Ecokeg , Elevate Financial Solutions , Mtu Detroit Diesel , National Australia Bank

• What is Stephen Allan’s work experience?  

  Stephen Allan has the following professional experience:
  Estate Planners , Elevate Financial Solutions , Ecokeg , Cbc Golden Oldies , Elevate Financial Solutions , Mtu Detroit Diesel , National Australia Bank .

• How can I find Stephen Allan on LinkedIn?  

  You can view Stephen Allan’s
  LinkedIn profile at LinkedIn URL.

• What are Stephen Allan’s work email addresses?  

  Stephen Allan’s work email addresses are
  [email protected] .

• What company does Stephen Allan work for?  

  Stephen Allan works at
  Estate Planners