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Alman Partners has been providing financial solutions and advice since 1985. Based in Mackay, Alman Partners have recently added a presence in Brisbane. Our team offers effective strategies on investments, superannuation, retirement planning, wealth management and more.

As a privately owned firm acting as your fiduciaries, you can rely on us to provide advice that is in your best interests. We are not licensed through the providers of financial products, which allows our firm the objectivity to select the most appropriate solutions available market-wide. Holding our own Financial Services Licence gives us greater capacity to put clients first, effectively removing potential conflicts of interest.

We are pioneers in the industry, offering a fee-for-service model that provides clients with exceptional transparency and wholesale investment solutions.

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Alman Partners has been providing financial solutions and advice since 1985. Based in Mackay, Alman Partners have recently added a presence in Brisbane. Our team offers effective strategies on investments, superannuation, retirement planning, wealth management and more.

As a privately owned firm acting as your fiduciaries, you can rely on us to provide advice that is in your best interests. We are not licensed through the providers of financial products, which allows our firm the objectivity to select the most appropriate solutions available market-wide. Holding our own Financial Services Licence gives us greater capacity to put clients first, effectively removing potential conflicts of interest.

We are pioneers in the industry, offering a fee-for-service model that provides clients with exceptional transparency and wholesale investment solutions.

Our Timeline

Alman Partners has seen many changes in the industry since Scott Alman began the firm back in 1985.

1985

Early September 1985 Scott started “Scott Alman Insurance & Investment,” providing superannuation, savings plans and life insurance to Mackay and surrounding districts.

1987

Scott partnered with Jim Seymour to form “Seymour & Alman Insurance & Investment.” They opened a small office at 80 Victoria Street, Mackay.

1989

Due to rapid growth, Seymour & Alman purchased the old National Australia Bank building built in 1919 at 33 Sydney Street, Mackay, naming it “Seymour and Alman House.” Scott became a licenced dealer representative of Hillross Pty Ltd, a national financial advisory group. Seymour & Alman by this time had offices in Mackay, Clermont and Airlie Beach.

1994

Scott becomes one of the first advisers in Australia to embrace a specialist financial advice model. He bought out Jim Seymour and renamed the investment business “Mackay Financial Planners.” The insurance business was merged with Pioneer Insurance Brokers (PGI), in which Scott retained a 33% interest, and at the time was one of the largest insurance brokers in regional Queensland. PGI was subsequently sold to AON.

1996

Scott became one of the first generations of Certified Financial Planners in Australia. He was also one of the first to complete the Diploma of Financial Planning through RMIT and Deakin University.

1998

Stephen Lowry joins as General Manager, becoming Partner in 2004.

Scott is awarded the Rothschild Premier Adviser of the Year for Queensland, judged by Professor Smith from the Australian Graduate School of Management.

1999

“Scott Alman Financial Planning” is formed, and after extensive renovations, the offices are relocated to 1/25 River Street, Mackay. The office had a café and 40-seat conference facility where the popular ‘Live Well, Retire Well’ seminars were held.

Frances Easton joins, becoming a Partner in 2005.

2000

Scott Alman Financial Planning is awarded national recognition as the #1 Practice and Adviser for the Hillross Financial Group.

Scott is invited to attend Dimensional Fund Advisors (DFA) first adviser conference in Australasia.

2001

“Alman Financial Planning” is granted its own Australian Financial Services Licence (AFSL) becoming independent from national dealer group models which had begun to vertically integrate product with advice.

AP moves to a fee for advice model (20 years prior to Royal Commission recommendations).

1,000th attendee to ‘Live Well, Retire Well’ Investment Education seminars.

2003

The Mackay Foundation is founded by Scott.

Scott is one of the first members of the Asset Class Investing Group (ACIG), a collaboration and study group of 9 firms throughout Australia and New Zealand.

Scott is a finalist in the Money Management Australian Adviser of the Year.

Scott is a weekly columnist under “Your Money” in Mackay’s Daily Mercury from 2003 -2010.

2004

Scott and Steve purchase the historic Mackay Customs House at 31 River Street. After renovations, “Alman Partners” relocate.

2005

Alman Partners celebrates 20 years in business.

Alman Partners receives the Mackay City Council’s Philanthropic Award for Support of the Arts.

2006

Awarded the Mackay City Council Heritage Award for the restoration of the Customs House building.

2008

Scott is awarded a Queensland Regional Achievement & Community Award for his work in raising over $565,000 for the 2008 Mackay Floods.

Teneale Laister joins, becoming Partner in 2016.

2009

Scott has a 12-month sabbatical in New Zealand and subsequently relocates to Christchurch in 2011.

2010

Paul Shepherd joins Alman Partners as Partner.

2012

Alman Partners is a founding firm member of the Global Association of Independent Advisors (GAIA®), a collection of like-minded firms who strive to put their clients’ interests first.

2015

Alman Partners celebrates 30 years in business.

The Mackay Foundation reaches $1 million in funds.

2016

Alman Partners becomes a Financial Planning Association of Australia (FPA) Professional Practice, reconfirming Alman Partners’ commitment to maintaining the highest professional and ethical standards.

2019

Scott attends the 20th anniversary of the first Dimensional Fund Advisors’ Conference and gives the post-dinner speech.

2020

Alman Partners is 1 of 4 firms from across Australia named as a finalist in the FPA Awards: Professional Practice of the Year.

Extensive renovations and relocation to 8 Brisbane Street (old Mackay Spare Parts building).

Addition of Brisbane office at Level 6, 307 Queen Street.

2021

Niyati Khanna, Jason Kirk and Matthew Falzon become Partners.

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