Welcome Alan McCurry & Sasha Bowden to Select Advice Financial Planning

I am excited to announce that Select Advice Financial Planning has made some very important appointments to kick off 2017.  We are pleased to welcome Alan McCurry as a Partner in our business and Sasha Bowden in our client relationship and administration area. Both Alan and Sasha bring significant experience, knowledge and professionalism to our current team and we look forward to having them on board. Their respective appointments will enable our firm to grow and further broaden the professional advice and services we provide. Alan will complement our team with his strategic business mindset and extensive experience in Estate Planning, SMFS’s and specialist investment advice.

Select Advice Financial Planning Team

Here is a little more about Alan and Sasha…

Alan McCurry, Partner

Alan has been a Certified Financial Planner since 2001, is an Accredited Estate Planning Strategist, holds a Master’s Degree in Business Administration majoring in Finance & Economics & is a Graduate of the Royal Military College, Duntroon.  He has worked as a Private Client Advisor, Private Bank Advisor & Senior Manager and established & operated & his own boutique Financial Advice firm.

Alan is strategically focused, believing the right investment decisions will inevitably fall out of the strategy that fits the client.  He strives to form deep long term relationships with his clients & become their first point of contact on all matters financial. With over 20 years’ experience in Financial Advice, Alan McCurry has developed a sharp ear for the things people don’t say & how to ask the right questions to uncover a client’s real needs. Alan lives in the inner-city area, is married to the lovely Michelle and has three young children.

Sasha Bowden, Client Services Administrator

Sasha has joined our team in our growing client services & administration area. She is a very skilled and dedicated professional with significant experience across; account management, sales administration, sales marketing & event management. In her most recent role, Sasha spent 3 years as account manager for HWA Insurance Brokers.  In her new role with Select Advice Financial Planning, Sasha will be assisting both Eric & Alan as well as being responsible for; CRM management, client administration, client reporting and data management. Sasha will be intrducing herself to you over the coming months when arranging your annual review.

Sasha lives in the Bayside area of Melbourne and has a young son. Importantly she supports the best team in the AFL – Richmond! Go Tigers!!!!

Both Alan and Sasha look forward to meeting you.

You may also be interested in...