Alan Lake Email & Phone Number
Head of Advice
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Alan Lake Location
- Brisbane, QLD, AU
Alan Lake Work
- Head of Advice @ Premium Strategic Investments (June 2026 - Present)
- Senior Financial Adviser @ Wealthpoint Financial Planning (July 2023 - Present)
- Senior Financial Adviser @ (November 2021 - July 2023)
- Senior Financial Adviser @ Lambert Group Future Planning (April 2019 - June 2021)
- Senior Financial Planner @ (March 2018 - April 2019)
- Director @ Quattro Financial Group (August 1998 - May 2017)
- Director @ Planpack Financial (November 2011 - February 2015)
- Director @ AMP Financial Planners Association (January 2004 - December 2009)
- Various management roles over an 11 year career @ Mayne Nickless Ltd (April 1987 - December 1997)
Alan Lake Education
- FASEA
Financial Advisers Exam
2021-2021 - Brisbane State High School 1974-1978
- Financial Planning Association
Aged Care Specialist
- CPA Australia
Financial Planning Specialist
- Western Sydney University
Bachelor of Commerce (Major in Accounting and a sub-major in Law)
- Deakin University
Advanced Diploma of Financial Planning
- Financial Planning Association of Australia
Certified Financial Planner
- QUT (Queensland University of Technology)
(Financial Planning Specialist)
- SMSF Association
SMSF Specialist
- University of Southern Queensland
Alan Lake Summary
- Alan Lake, based in Brisbane, QLD, AU, is currently a Head of Advice at Premium Strategic Investments. Alan Lake brings experience from previous roles at Wealthpoint Financial Planning, Soundbridge Financial Services, Lambert Group Future Planning and Freedom Finance Australia. Alan Lake holds a 2021 - 2021 Financial Advisers Exam @ FASEA. Alan Lake has 1 emails and 1 mobile phone numbers on RocketReach.
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