Alan D. is a seasoned financial professional currently serving as Senior Manager - Client Partnerships in Asset Management at La Trobe Financial since September 2022. Previously, Alan held the position of Distribution Manager at BT from October 2020 to April 2022, focusing on collaborating with Financial Planning practices to address complex issues and enhance client experiences. Alan's career also includes a significant tenure as Director and Principal Financial Planner at Forge Financial Pty Ltd from April 2009 to March 2020. Educational qualifications include a Bachelor of Commerce in Financial Planning from Curtin University and ongoing professional development through RMIT Online, with additional certification in CAIA expected by June 2024.
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La Trobe Financial
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Founded in 1952, La Trobe Financial is Australia’s leading credit Asset Manager with offices in Melbourne, Sydney, Shanghai and Hong Kong. They have assisted over 205,000 people achieve their goal of financial independence through property ownership or growing their investments in their Credit Fund.