Alan Poole | Executive Director

Meet Alan

With a robust foundation in private banking, commercial and corporate property, and institutional banking, Alan has a profound understanding of the financial sector.

Alan has honed his expertise and demonstrated visionary leadership in pivotal roles at HSBC Bank, Macquarie Bank, and Westpac Banking Corporation. More recently, Alan has made his mark as the General Manager of Westpac Private Bank for both NSW and QLD after successfully managing the division across VIC, SA, WA, and TAS.

His 12-year journey in private banking is characterised by his exceptional support for ultra-high net worth individuals, guiding them through complex debt structures and investment opportunities across diverse asset classes. Alan’s prowess extends to the commercial and corporate property market, where he has been instrumental in forging strong partnerships with property developers and investors.

When not immersed in the financial world, Alan enjoys running along the beach and spending time with his two sons.

Let’s do this.

You didn’t come here by chance.
You came here because you wanted to invest in your future. So, why wait?

Whether it was to invest or borrow, let’s take this first step together.