Pace Rowlands Bell Chartered Accountants understand the need to seek high quality financial planning advice and are pleased to announce the foundation of Pace Rowlands Bell Financial.
Pace Rowlands Bell want to ensure that should advice be required on either a taxation or financial planning matter that our organisation can provide first class, timely and effective advice to our clients.
The Partners of Pace Rowlands Bell Financial are pleased to announce that Michael Allen a Certified Financial Planner has joined as a Partner and Financial Planner.
Michael comes to this partnership very well credentialed and we are very pleased to have him as a member of our team.
A Certified Financial Planner with 20 years industry experience, Michael comes very well respected within the financial planning industry.
Michael has spent time as a Retirement Advice Specialist with AMP Financial Planning. During this time Michael has guided and mentored in excess of 50 Financial Planning practices on the intricacies of financial/retirement planning. Prior to this Michael spent 8 years as a Senior Technical Consultant. During this time Michael’s team was awarded the prestigious Assirt Award for the best technical team in the country for 6 consecutive years. A feat which had never been achieved.
Michael was also a national advisor for Aged Care understanding the importance of understanding the financial implications of decisions of this life stage.
Michael is married with one child and expecting another.
Michael’s interests include cricket and golf.
Having grown up in and around Wollongong’s northern beaches, Jeff graduated in 2008 from the University of Wollongong with a Bachelor of Commerce where his interest in people and their situations lead him to major in financial planning.
Jeff has been with Pace Rowlands Bell Financial since its inception has worked closely with and alongside Michael during this time, continuously developing his knowledge of the financial services industry along the way.
Outside of work Jeff enjoys travelling, photography and all things music.