Alan Weng
Relationship Manager
Sydney
BEcon, GradDipFinPlan
Alan is a Relationship Manager at Solomons, working directly with clients as their day-to-day contact through the advice process. He gets to know each client's circumstances and objectives, keeps them informed of where things stand and what comes next, and works alongside the advisers responsible for their advice so that it is well researched, accurately documented and carried through.
Since joining Solomons in 2024, Alan has built experience across the full advice process: preparing Statements of Advice and other advice documentation, investment research, compliance and implementation. That grounding means clients can come to him with questions about their documents, their strategy or the next step, and he can take them through how it all fits together.
Alan holds a Bachelor of Economics from the University of Sydney and a Graduate Diploma of Financial Planning from Kaplan. He is currently completing his Professional Year, working under supervision as he progresses towards becoming a financial adviser.
Areas of focus
Client Relationships and Ongoing Reviews
Financial Advice Preparation and Documentation
Investment Research and Analysis
Compliance and Regulatory Requirements
Languages
English
Chinese
Bislama
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