"Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives                                                                                                                                                                                                       "Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson                                                                                                                                                                                                       "The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                       "Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty                                                                                                                                                                                                       "I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty                                                                                                                                                                                                       "Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                      
Adelaide Office< Adelaide Office

Adelaide Office

Address / Mailing Address:
Level 4, 29 King William Street
ADELAIDE SA 5000

Phone: (08) 8116-4500
Fax: (08) 8410-0622

Alan Favell

CFP, Dip FP

Financial Adviser

Alan has 22 years experience in the Financial Services Industry, including 14 years as a Financial Adviser.

He has extensive knowledge of all areas of financial planning, including Superannuation, Investment & Retirement Planning, Wealth Creation, and Risk Insurance.

Alan holds a Diploma in Financial Planning, and is formally recognised as a Certified Financial Planner (CFP), which is the highest designation in the industry.

Alan understands the need to provide a value oriented holistic financial planning service. He particularly specialises in pre-retirement and retirement strategies.

Outside of his role at Financial Index, Alan is a family man with three children, and enjoys most sports. 

 

"Alan’s knowledge of the market and his flexibility in his handling of our investments, even through the GFC, whilst very hard at times, he kept his eye on the ball doing what he does best."
Ken and Mary Smith

 

"[Alan is one of the few] trusted advisers that take out the worry and complexity in planning my future retirement allowing me to concentrate on my life now."
Teresa Heisler

 

"We leave the meeting with a full understanding of our financial affairs."
Neville and Anne Bassett

 

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