Alan Klein Email
Financial Adviser @ XL PLANNERS
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Alan Klein Location
- Sydney, NSW, AU
Alan Klein Work
- Financial Adviser @ (January 2004 - Present)
- Financial Adviser @ (January 2000 - Present)
Alan Klein Education
- University of Cape Town 1975-1977
- CBC Kimberley 1965-1973
Alan Klein Skills
- Xplan
- Investment Advisory
- Planning Software
- Key Performance Indicators
- Financial Planning Software
- Presentations
- Planning Advice
- Financial Modeling
- Coaching
- Management Consulting
- Retirement Planning
- Wealth Management
- Investments
- Financial Analysis
- Strategic Financial Planning
- Insurance
- Risk Management
- Finance
- Business Development
- Shares
- Securities
- Pensions
- Superannuation
- Life Insurance
- Fixed Annuities
- Financial Advisory
- Accounting
- Microsoft Excel
- Training
- Customer Service
- Research
Alan Klein Summary
- Alan Klein, based in Sydney, NSW, AU, is currently a Financial Adviser at XL PLANNERS. Alan Klein brings experience from previous roles at XL PLANNERS. Alan Klein holds a 1975 - 1977 University of Cape Town. With a robust skill set that includes Xplan, Investment Advisory, Planning Software, Key Performance Indicators, Financial Planning Software and more. Alan Klein has 2 emails on RocketReach.
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