B. Com. FPC (UK), DFS (FBMM)
After graduating with a Bachelor of Commerce Degree, Alan's career path began in the finance district of London. For three years he worked for a boutique financial planning firm under the Zurich Group where he gained an understanding of various financial and insurance instruments. During his time in the UK, Alan completed the Financial Planning Certificaten (FPC), paving his career in Financial Services.
Upon return to Melbourne, Alan focused his skills and expertise in the the mortgage broking field where he consulted with several companies in Melbourne, consulting to investors in the financial mechanics of property investment. In 2005, Alan created Rosh Financial Group, a business focused on providing mortgage broking solutions to professionals. He later merged his business with Pyrenees Financial Group to create More Rosh & Waters.
Alan has also completed the Diploma Financial Services (Finance & Mortgage Broking) and maintains regular professional development within the mortgage broking industry.
Outside of work, Alan enjoys playing the drums; with a great passion for music from the 70's-90's. He is a keen golfer and loves to travel; trying always to combine the next holiday with his other passion - scuba diving.
2011 Adviser Magazine Top 50 Elite Broker
2011 PLAN Australia Sales Master Award
2010 PLAN Australia Sales Master Award
2009 PLAN Australia Sales Master Award