“The team at Charter Towers participate in the Elite Adviser forums run by the Zurich Investments team. We look for advisers who; have a robust investment process, are committed to providing their clients with a high level of strategic advice and are well qualified. As a business partner we have found Alan to be an extremely professional adviser who puts his clients at the core of all his business dealings. He leads a fantastic team at Charter Towers and has instilled a culture that means you will get the same level of high service from anyone in his team. It’s a pleasure to do business with Charter Towers as they are constantly looking for new ways to enhance the client experience.”
– Joseph Tobias
Regional Manager
Zurich Financial Services