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

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 Madison 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


Nicola Ramsay - Executive Assistant

Nicola is currently studying Financial Planning through a Bachelor of Commerce at Griffith University. She is doing an internship with Alan, with the plan to be a financial adviser.

Nicola sits in on client meetings and provides support to Alan through client administration, para planning and research.


Vic - Client Relations

Since 1999 Vic has worked for Alan Giumelli Financial Services. 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.

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ALAN GIUMELLI FINANCIAL SERVICES :: ABN 38 063 909 320 :: © ALAN GIUMELLI FINANCIAL SERVICES 2017       FSG  |   Adviser Profile
Corporate/Authorised Representative of Madison Financial Group Pty Ltd :: AFSL 246679 :: ABN 36 002 459 001

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