Financial Adviser · SYDNEY, NSW

Alan Michael Poswell

26 Years experience
Tax advice
authorised
ASIC Registered · ADV 000273130

Alan Michael Poswell is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry. Alan is currently authorised under Australian Financial Planning Group Pty Limited. Alan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of Financial Planning from Financial Planning Association of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Excluding Self Managed Super Funds

Authorised to provide tax financial advice services

Qualifications and Training

2004
Diploma of Financial Planning
Financial Planning Association of Australia
2026
Commercial Law
Kaplan Professional
2026
Tax for Financial Advising
Kaplan Professional

Registration History

Jul 2025 - Present Current
Excluding Self Managed Super Funds
Nov 2024 - Mar 2025 Ceased
Mar 2021 - Jun 2024 Ceased
PRIVATE WEALTH PTY LTD
Nov 2020 - Nov 2020 Ceased
Mar 2020 - Jun 2020 Ceased
Nov 2017 - Mar 2018 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
Jan 2013 - Apr 2016 Ceased
GGB FINANCIAL PTY. LTD.
Mar 2010 - Jan 2013 Ceased
PFMTP PTY LTD
Oct 2008 - Jan 2010 Ceased
Nov 2007 - Sep 2008 Ceased
Mar 2007 - Feb 2008 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
Feb 2005 - Jan 2007 Ceased

Source: ASIC Financial Advisers Register