Steve joined our firm in 1998 and became a partner in 2004.
Steve possesses a deep level of financial theory and is able to adapt academic research to the real world of investing. His presentations make complex ideas not only understandable but also useful.
With over 20 years' experience in the financial planning profession and business management, Steve has assisted many clients achieve their most important goals. Steve is passionate about his client's future and providing exceptional advice and direction.
Steve has been instrumental in developing a team culture built on excellence and fun. This has resulted in Alman Partners being the employer of choice within our profession. Steve was awarded a Diploma of Financial Planning through Deakin University. He holds the professional designation of Certified Financial Planner®. Steve is also a Fellow of the Australian Institute of Management and in 2017 achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board.
Steve is a founding Director of The Mackay Community Foundation and currently, serves as Deputy Chair. In 2012 Steve was awarded the Financial Planning Association's Queensland Community Services Award for his work with The Mackay Community Foundation and commitment to providing financial literacy education to our community.
ASIC Representative Number 001001393.
Frances joined our firm in 1999 and became a partner in 2005.
Frances is an expert in many aspects of finance and investment strategies and excels at helping clients with complex situations. With a wealth of experience in the financial services industry, Frances has the ability to explain the sources of investment returns and how portfolios take advantage of them.
Frances expresses great empathy with, and concern for her clients. She has a unique ability for taking complex financial matters, breaking them down and then translating them in essential, simple terms for her clients.
Frances is one of the highest qualified Financial Planners in Australia. She was awarded a Masters Degree in Financial Planning from the University of the Sunshine Coast, in addition to a Bachelor of Business majoring in Accounting from Central Queensland University. Frances also holds a Diploma of Financial Planning from Deakin University and holds the professional designation of Certified Financial Planner®. In 2015, Frances attained SMSF Specialist AdvisorTM accreditation and in 2017 achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board.
Frances is currently an ambassador for The Mackay Community Foundation, engaging with the community to raise awareness of the Foundation, and raising funds for those less privileged in our community.
ASIC Representative Number 001001426.
Paul joined our firm as a partner in 2010.
Paul's passion and natural ability to manage risk and deliver positive financial outcomes, along with his keen desire to understand the values that drive people is invaluable.
Paul's background is one of Mechanical Engineering and Project Management with over 12 years' experience in major projects in the mining and construction industries. This vast experience empowers Paul with a wealth of skills and knowledge, which he draws upon to keep his clients on track and accountable to their plan.
He continually seeks improvement opportunities and enjoys the challenges that this brings. Leadership and a genuine care and concern for people are among his strongest attributes.
Attention to detail is second nature to Paul, so this, backed with the Alman Partners’ brains trust of best in class financial planning experts, makes him the perfect man to have as your Trusted Financial Adviser.
Paul holds the professional designation of Certified Financial Planner® which he completed in 2015 and in 2017 achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board.
ASIC Representative Number 001001430.
Teneale commenced employment with our firm in 2008 and became a partner in early 2016.
Teneale is one of our highly qualified financial advisers who possesses a thorough understanding of the technical aspects required to deliver quality advice to our clients, within the ever changing regulatory framework of our profession. She has a passion for working with people and demonstrates a high level of maturity and compassion when dealing with clients. With her empathetic manner, Teneale enjoys assisting clients to reach their most important life goals by providing comprehensive strategies in a way which is easily understood.
Teneale was awarded her Bachelor of Commerce (with Distinction) and an Advanced Diploma in Financial Services through Deakin University in 2012, majoring in Finance, Financial Planning and Management. She is a member of the Financial Planning Association (FPA) of Australia, and in 2016 received the professional designation of Certified Financial Planner®. In 2017 Teneale achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board.
Teneale has a wealth of knowledge in many areas of finance and financial planning strategies and is also a specialist in personal risk insurance. Her ability to adapt this knowledge to help clients at all stages of their lives is second to none and provides clients with complete confidence and peace of mind.
ASIC Representative Number 001001427.
Simone joined our firm in 2016 as our Specialist Risk Adviser.
Simone is a second-generation financial planner, being introduced to the industry by her father in 2001. Born in Mount Isa, Simone’s family moved to Mackay when she was a child.
Simone now has three children of her own who are active in weekend sports. Simone and her husband enjoy cheering them on from the sideline, and getting out on the water when possible.
Her true passion is providing personal protection (Risk Insurance) to clients, ensuring that families have financial options at the most difficult times of their lives.
Having completed an Advanced Diploma in Financial Services, she is currently studying her Masters in Financial Planning.
ASIC Representative Number 000472300.
Niyati moved to Mackay from Mumbai, India in 2014 and brought over 8 years’ of experience in the global financial sector. She is a qualified Chartered Accountant from Indian Institute of Chartered Accountants and also holds a post graduate diploma in Business Management from Indian School of Business (Global FT Ranking 10). She has over 6 years' experience in Investment Banking.
Niyati's financial acumen and analytical prowess are second to none and together with her global experience, brings a new dimension of capability and cultural diversity to our team. Niyati is passionate about exceeding client expectations and delivering world class advice, as she knows that this will increase the confidence and clarity our clients have for achieving their personal goals.
Niyati loves to learn and has recently completed her Advanced Diploma in Financial Planning after completing her Diploma in Financial Planning in early 2016. Niyati and her husband Kairoze, have recently welcomed their first son Sean. Together they enjoy spending their spare time walking down at the beach with their adopted dog Denver.
ASIC Representative Number 001250721.
Our FounderScott Alman | CFP® Professional, DFP, FPA Fellow
Scott established Alman Partners in 1985 and continues as Chair of the executive team.
Scott's skills in strategic planning have underpinned our firm's overall direction, while his problem solving innovations for clients set the firm apart from its competitors.
Scott was one of the first generation of Certified Financial Planners in Australia and has been a pioneer within the profession, particularly in the area of fee for service advice and education. Nationally, Scott has received recognition for his achievements and the respect of his professional peers through industry awards, published articles and speaking engagements.
Scott was awarded a Diploma in Financial Planning through RMIT in 1995. He holds the designation of Certified Financial Planner® and is a Fellow of the Financial Planning Association of Australia. Scott established The Mackay Community Foundation in 2003, being founding Director and Chairman to assist the less fortunate in the Mackay regional community.
In 2008, Scott's contribution to the Mackay community was recognised when he was selected as the winner of the Queensland Regional Achievement and Community Awards, in recognition of his work with The Mackay Community Foundation and with the development of a financial literacy program for children and adults.
ASIC Representative Number 001001428.
Our Operations Team
Renee joined our team in early 2016 after moving to Mackay from Sydney.
Originally from Hong Kong, Renee moved to Australia in 2009 to study, graduating from Macquarie University with a Degree in Accounting.
With more than 4 years' experience in corporate accounting and currently completing her Certified Financial Analyst (CFA) qualification, Renee has exceptional financial analytical skills. She is passionate about investment and wealth management and excited to make a career in the financial planning arena where she adds value to clients’ lives. In her spare time, she enjoys fishing, walking and exploring the region.
Kelsey commenced employment with our firm in May 2016, after moving from the UK and spending some time in Cairns.
Kelsey holds a Business and Management Degree and completed her Diploma in Financial Planning in 2017. She has over 7 years’ experience working in the UK financial services industry and enjoys developing new knowledge.
Kelsey is passionate about delivering an exceptional customer experience and enjoys learning the technical and strategic aspects of Financial Planning in Australia, carving a new career for herself.
In her spare time, she enjoys meeting new people, camping and exploring the region.
Stacey commenced employment with our firm in late 2014.
Since that time Stacey has made herself an invaluable part of our Client Service Team. The amount of times we receive compliments on Stacey's enthusiastic and professional service is a real testament to her talent. Our clients benefit from Stacey's absolute commitment to every aspect of her role.
Drawing on her experience as a Travel Consultant (Cert. II Business & Cert. III Retail Travel Sales), Stacey has an exceptional capacity for planning and organising and easily relates to clients on a personal level, making their visit to our office all the more comfortable.
In her spare time, Stacey enjoys fishing, camping, and spending time with her two pet dogs.
Jenean joined our team in February 2018 as one of our team of dedicated Client Service Officers.
Originally from Bloemfontein, South Africa, Jenean moved to Mackay in December 2016. She has a strong background in the financial services industry, having worked for fund and asset managers for 10 years before moving to Australia.
Jenean has worked in various roles including Reception, Administration, Personal Assistant and Marketing Assistant, with skills in social media management and event planning. She has also completed programs in Public Relations and Office Management.
In her free time, Jenean loves spending time with her husband and two teenage children, taking their two dogs for long walks on the beach and enjoying the outdoors.
Kerri commenced employment with our firm in 2011 and has transitioned from Receptionist to Client Service Officer to Project Officer. Kerri assists in the completion of minor and major projects, staff training and lending a hand to our highly skilled Paraplanning team.
Having a passion for graphic design, she is constantly refreshing our documents and marketing material to ensure our clients are always kept up to date.
Kerri’s friendly and helpful manner, combined with her exceptional work ethic provides our clients and team have all the support they require.
In her spare time, Kerri enjoys relaxing with her young family and pets.
Born and raised in Mackay, Rita commenced with our firm in 2003.
As company accountant, Rita combines her exceptional accounting and business management skills to ensure the smooth and efficient operation of our practice. In addition, Rita plays a major role in our human resources and compliance teams.
Rita has gained valuable experience from witnessing the inevitable market cycles which have impacted Mackay over the years, which she applies in her work with our firm.
Rita achieved her Bachelor of Commerce from James Cook University in 1990. Rita holds the professional designation of Certified Practising Accountant.