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Alan McCormick

About Alan

Alan McCormick is an eminently qualified professional with well over 25 years in the financial services industry. Alan’s extensive financial qualifications have enabled him to work as a Chartered Accountant, Financial Planner and/or Mortgage Broker in many locations around the world including the USA, UK, Bermuda, South America, and Asia. Having migrated to Australia 20 years ago, Alan has obtained a Certificate IV in Finance & Mortgage Broking and now focuses on advising both individuals and small businesses on their finance needs.

Alan genuinely enjoys attending to the needs of property purchasers, having worked extensively with a mortgage broking business over the past few years advising first home buyers, next home buyers and property investors. You’ll find that his keen understanding of the mortgage products available combined with his financial planning experience are invaluable when purchasing your home, building wealth for your future and choosing cost-effective insurance to meet your needs.

Alan also has excellent business acumen and is expert at advising small business customers on how to use financial products and good planning to grow and achieve their business goals. He understands the best ways to finance commercial property, vehicles, plant and equipment and can also advise on your business insurance requirements.
Alan is married and has two grown up daughters. He enjoys many sports and looks forward to socialising and family time whenever he can.

  • 25 years
  • Member

I really do work to connect with my clients and enjoy seeing them achieve results. My client’s success is a measure of my own success. I always enjoy seeing my clients again, particularly when they bring other members of their family to receive the benefit of my expertise.

You’ll find that I have the experience required to help you with almost any problem or challenge you may be facing in purchasing a property or with your business finances, growth and development. I take a professional attitude to providing the very best customer service and I am very meticulous about the quality of service I provide.

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Alan's happy customers

  • Fantastic Business Loan

    Alan recently put together a business finance solution for me that saved me money, organised both my commercial and residential finance structure, and freed up security as an added benefit!
    He is a pleasure to work with, and professional all the way.
    I have no hesitation at all in recommending Alan for any of your residential, commercial or vehicle/asset financing requirements, as well as any related Insurance needs.

    Brian Danielson, Director, Land Vehicle Spares (Australia) Pty Ltd