Throughout his working career, Allan Swan has focused on the legal aspects of Asset and Wealth Management for a diverse range of clients assisting them to achieve their personal objectives in respect of the wealth they own or control. Allan’s particular focus is working to pre-empt problems that may occur in the future, whether those problems might be taxation, business risk, family dispute or vulnerability. Allan’s role has been first as a legal practitioner and second as a presenter, trainer and author in his fields of practice.
Allan works with clients and their accounting, financial advisors and legal practitioners relating to the legal aspects of Asset and Wealth Management, namely:
• Asset Protection
• Estate Planning
• Ownership of Funding
Under the Estate Planning EQUAT ION banner, Allan also provides training and speaking services in the above areas, as a lecturer in the Master of Applied Law degree at the College of Law, an instructor for Leo Cussen Institute for Law and other professional associations and is also the author of the CCH on-line practitioner service, Australian Estate Planning.
Allan has 3 specialist accreditations, namely as a Chartered Tax Adviser, an Accredited SMSF specialist and a Trusts and Estate Practitioner. He also holds degrees in Law and Economics from Monash University and a Diploma in Financial Services.