Alman Partners has been providing financial solutions and advice since 1985.

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

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

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.

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.

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

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.

“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.

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.

“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.

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

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.

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

Alman Partners celebrates 20 years in business.

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

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

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

Paul Shepherd joins Alman Partners as a Partner.

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

Alman Partners celebrates 30 years in business.

The Mackay Foundation reaches $1 million in funds.

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

Alman Partners becomes CEFEX Accredited (1 of only a handful of firms across Australia) – voluntarily participating in annual audits with the Center of Fiduciary Excellence, ensuring our commitment to always acting in our client’s best interests.

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

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).

In line with our client base in South East Queensland and as a part of our long-term business plan, Alman Partners opens our Brisbane office at Level 6, 307 Queen Street.

Niyati Khanna, Jason Kirk and Matthew Falzon become Partners.

Alman Partners and our Advisers are named finalists in multiple awards:
FPA Awards: Professional Practice of the Year 2021 (1 of 3 firms from across Australia)
IFA Excellence Awards: Self-Licensed Firm of the Year & Kelsey Dent – Young Adviser of the Year
IFA Women in Finance Awards: Teneale Laister – Financial Adviser of the Year

AP Direct Invest launches, providing a world-class investment-only solution for young accumulators, those wishing to manage their own investment journey and SMSF Trustees, to name a few.

Teneale Laister is named a Finalist in the 2022 IFA Women in Finance Awards: Principal of the Year.

Alman Partners wins the FPA Professional Practice of the Year (2022) Award!

After 24 years of dedicated service, Partner Frances Easton steps down from the Partnership, staying on as a Consultant to the firm.

Kelsey Dent and James Alexander join the Partnership.

Due to the dynamic growth of our Brisbane office, we have relocated to a larger space at 307 Queen St, now on Level 18.

‘Wealth Experience’ podcast is launched.

Teneale Laister is listed on Financial Standard’s FS Power50 – 50 of Australia’s most influential advisers. She is also a finalist in the ifa Excellence Awards: Practice Principal of the Year.

Alman Partners is named a finalist in the ifa Excellence Awards: Best Financial Advice Employer.

‘Wealth Experience’ podcast named a Finalist in Financial Standard’s MAX Awards for Podcast of the Year.