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Our Team

Alan Giumelli Financial Services Adviser is a qualified professional supported by Guardian's in-house resources and ongoing technical, systems and product training. They are committed to understanding your needs and identifying strategies and products to help you achieve your goals.

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Alan Giumelli - Financial Adviser

Alan Giumelli has worked in the financial services industry since 1976 and as a Financial Adviser since 1979.

Alan's experience is complemented by professional qualifications including:

  • Certified Financial PlannerTM Professional
  • Diploma of Financial Planning

Alan's guiding principle as a Guardian Financial Adviser is to design plans which help to provide his clients with clarity of purpose and the opportunity to build a solid financial foundation.

He will take the time to listen, explain things clearly and keep you informed throughout the advice process.

Adviser Profile

Vic - Client Relations

 Since 1999 Vic has worked for Alan Giumelli Financial Services, in the client relations area. Vic’s primary role is to regularly liaise with clients to ensure that they are provided with the quality of service they deserve.

He is very aware that client needs invariably change over the years; hence the importance of regular communication with them throughout the ever changing aspects of life.

Prior to working in the financial services sector, Vic enjoyed a lengthy and diverse media career. This has helped ensure a natural ease of communication with clients. A close reporting relationship with Alan assists in providing information to better meet clients’ individual needs.

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Kristy Sinclair - Executive Assistant

Kristy is new to the financial services industry. Her employment background is in account management and PA duties.

At Alan Giumelli Financial Services, she provides a high level of customer service, actioning all requests quickly and efficiently and supplying clients with up to date information on their policies with our company.

At the end of this year Kristy will have completed her university degree where she will be qualified with a Bachelor of Business - management major and public relations minor.