experience

Alan is a member of the Institute of Chartered Accountants in Australia and has extensive experience at Executive Director level in the Financial and General Management of Financial Service and Property Development companies.

He has been with PKF Gold Coast for a number of years - initially in the role of General Manager and now as a Director.  He focuses on the business management of the Gold Coast Southport Practice and is the Managing Partner of PKF Gold Coast.

Alan has responsibility for the Financial Services Division at PKF Southport. The services offered by this Division includes:

• Financial Planning   
• Investment Advice                                  
• Succession Planning                              
• Estate Planning                                     
• Risk Assessment                               
• Risk Insurance
• Finance 
• Residential Loans
• Commercial Loans
• Development Loans

During Alan's extensive business career he was executive director for a number of years of a large listed diversified Financial Services and Property group that generated a total net taxed income of approximately AUD $60 million per annum.

Alan also held directorships with a listed funds Managed Funds manager (with assets under management totalling $2.5 billion).

Alan has been a non-executive director of a large listed financial services group with assets under management totalling AUD $10 billion and Chairman of the Board of Directors of a large computer services group of companies.

areas of expertise

• Financial Services
• Retirement Villages
• Finance
• Strategic Business Planning
• Management Consulting
• Budgets & Cash Flows
  

professional associations

• Member, Institute of Chartered Accountants in Australia (ICAA)
• Member, Australian Institute of Company Directors (AICD)