Allan Lalic started his career back in 1997 with MLC in the unit trust division. Over the next 14 years, Allan took on a variety of roles within the Financial Services sector including working in call centres, administration, paraplanning, account management, sales and also as a salaried financial planner.
As at 7 April 2011, Allan started his own financial company, c t u Pty Ltd, and is licensed with Garvan FP. Over the years Allan has worked towards building strong and positive relationships with his clients and prides himself on his ability to understand them and build trust. Allan wants to understand the client’s needs and their goals; which gives him the opportunity to fix their problems and enhance their lifestyle. Allan’s passionate about delivering change to the industry. He wants customers to be clients, and clients to be referrals. Allan ideally wants to change the perception of financial advisers in Australia.
In building strong professional relationships that will be long, lasting and beneficial, Allan believes he will create commitment, trust and understanding with his clients and referral partners.