OUR TEAM
WHERE WE STARTED
Here at AGFS, we have been helping people realise their financial goals for over 35 years. We pride ourselves on nurturing long-term relationships built on transparency and trust. Whether you’re an individual, a couple or a family, AGFS can help manage your wealth so you can live the life you want. We are focused on delivering the best possible results to help realise your financial goals.
OUR TEAM
Our team at AGFS has a wealth of industry experience and is focused on providing personalised service to help people realise their financial goals. For over 35 years we have been providing financial services and pride ourselves on nurturing long-term relationships built on transparency and trust.
Whether you’re an individual, a couple or a family, AGFS can help manage your wealth so you can live the life you want. We are focused on delivering the best possible results to help realise your financial goals.
Alan Giumelli
Managing Director
Alan has worked in the Financial Services Industry since starting as a clerk in October 1976. He started advising clients in May 1979. Alan enjoys building long-term relationships with his clients. He does this by personally getting to know, and understand his client’s financial situation and helping them achieve their financial goals. Alan understands that life is about having balance.
Alan is just as passionate now, as he was some 40 years ago when he was starting out, and appreciates the importance of helping to improve the financial position of his clients.Away from advising his clients, Alan has a healthy love of travel, music and following the Aussie Test Cricket Team.
James Farmer
Paraplanner
James enjoys working closely with Alan, learning from his wealth of Industry knowledge and experience. James appreciates Alan’s attention to detail, on an individual needs basis that he has for each of his clients, and his friendly down-to-earth approach when Alan conducts his regular client reviews. James confirms, “Alan builds long-standing relationships with his clients, built above all on solid and practical advice, communicated clearly and reinforced with integrity and transparency”.
An avid traveler away from the office, James enjoys Brisbane’s buzzing live music scene, staying caffeinated with a good book in hand! James has Bachelors of Business, Majoring in Accountancy from QUT.
Vic Bailey
Client Liaison
Vic has enjoyed his client relations role within AGFS for some twenty years now. For his own part, Vic appreciates the understanding that Alan possesses with regard to client communication. Vic clarifies this: “When the GFC descended, rather than avoid the very confronting times, Alan sought to encourage regular client reviews. I believe that our clients understood that at a time of great global uncertainty, this practice was determined to act in their best interests. I’m proud to add that our client retention rate is very high. It has been an absolute pleasure to communicate with both long-standing and newer clients, on a regular basis, throughout the years. As a personal aside, Alan and I share one particular passion – music!”
CONTACT
A Suite 2/36 Finchley Street, Milton QLD 4064
P PO Box 1752 Milton QLD 4064
T 07 3876 5122