Disclosure Statement – Alan Read 070208.doc
This document is current as at 8 September 2008
This document complies with the disclosure requirements under the Securities Markets Act 1988 and sets out
the disclosure required to be made in relation to your financial adviser.
The following are details, which are deemed to be relevant about Alan Read’s role as an investment adviser and
about Portfolio Professionals Limited.
Details of the firm
Portfolio Professionals Limited was founded in February 2002 to give experienced and professional financial
planners the opportunity to specialise in investment portfolio and advisory services .
Portfolio Professionals Limited has always been part of a large national group (also specialising in investments)
to allow them to access preferential pricing, research, resources, market intelligence etc. Since 1st June 2002
Alan Read has been providing financial planning and investment advisory services representing the company,
Portfolio Professionals Limited.
Alan Read is a partner and director in Portfolio Professionals Limited, owning shares in this company via his
private company Alan Read & Associates Limited.
Portfolio Professionals Limited does not provide advice in relation to and are not involved in banking, selling
insurance, share-broking or doing tax returns, family trusts or wills.
Experience and qualifications
After a 28 year career in banking, with the last four of those years as Manager of Westpac’s personal investment
centres, Alan left in 1993 to set up a business specializing in financial planning, investment advice and
investment work, which gave him access to a wider range of financial solutions for his clients.
Alan’s philosophy in business is to seek the best possible solutions for clients, at the best possible prices, look
after anyone who is vulnerable, and ensure that any arrangement is fair to all concerned.
Alan holds the internationally recognized CFPCM (Certified Financial PlannerCM ) License. According