Welcome to Alan Giumelli Financial Services
Alan Giumelli is an Authorised Representative of Guardian Financial Planning and is authorised to provide you with advice in the following areas:
- Life Products and Income Protection & Trauma
- Interests in Managed Investment Schemes
- Superannuation.
Alan has been advising clients for over 25 years, and has four business specialties, servicing clients across Queensland and interstate.
- Risk Insurances, including strategic business solutions
- Wealth Creation and preservation strategies, specialising in superannuation accumulation
- Investment advice including geared investments
- Maximising tax effective retirement income streams
As a Guardian Financial Planning adviser, Alan's commitment is to understand your financial affairs and provide services that help you:
- Accumulate wealth
- Protect your wealth
- Plan for your retirement
Your financial affairs will be stronger with Alan Giumelli Financial Services.
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