Our People

Principal Coach and founder Alan Greig is a BA in economics from the University of New England with post graduate qualifications in coaching, financial planning and company directorship. A former Squadron Leader with the Royal Australian Air Force, and Returned from Active Service, Alan’s commercial experience includes 11 years as Chief Executive of a significant Queensland financial institution.

In 1992 Alan authored “Your Life Planning Workbook”, a self paced workbook advocating retirement planning related to lifestyle issues. This book was the genesis of the firm’s work in retirement planning. This book is now available as an 'e' book.

Alan is a member of the International Coach Federation (ICF) and ICF(Australasia). He is the convenor of the ICF Special Interest Group for Third Age Coaching and The American Society of Aging and the National Council on Aging in USA, the International Coach Federation Australasia and to financial planner organisations as well as to Coachmecca in New Zealand. He is acknowledged as a leader in Third Age (retirement) coaching and planning in Australia.

Arising from her interest in Third Age transitional issues Consultant Psychologist, Jenne Turner, joined Alan as a partner in 2003. Jenne’s qualifications include B.Bus (HRM); BA (Psych); Grad.Dip.Psych and (MA) Human Resources.

Jenne is a member of the international Coach Federation(ICF) and ICF (Australasia). She has worked as a Consultant Psychologist for more than a decade in Human Resources, Teams, individual and Practice Development and has 20 years in Medical Practice Management; plus four years as a crisis counsellor.

Jenne is a ‘baby boomer’ and is planning for retirement – sometime. As a professional psychologist Jenne adds considerable depth to the skills offered by 3AO and offers professional training to coach and conduct counselling sessions.

 
     
     
 

Financial Advisers and Planners Professional Development Programs

Basic ½ day program for planners wanting to know the basics of lifestyle retirement planning but wish to outsource the service.
Intermediate full day program for  planners wishing to conduct the initial consultation to determine the need and outsource the service.
Advanced 3 day program for planners wishing to be certified in lifestyle retirement planning with view to advertising complete retirement planning or holistic financial planning.

Graduate comments:
“Great information and good interaction with participants. Well done”
“Congratulations for getting started. You have an excellent product”
“Appreciated the genuineness of presenters.”

 
     
     
 

UpComing Events

Professional development Program for Financial planners and Advisers

Basic and Intermediate program
Brisbane - 19 April 2010 Sydney - 2 August 2010 Melbourne - 4 October 2010

Advanced Program
Brisbane - 19-21 April 2010 Sydney - 2-4 August 2010 Melbourne - 4-6 October 2020

Coaches (Life, Career and Executive coaches)  
Brisbane - 12-14 April 2010 Sydney - 1 May  2-3 June

Retirement Industry Professionals
Lawyers, Accountants, Psychologists & HR professionals     Brisbane      12-14 July 2010

Please email inquiries to:  alan_greig@bigpond.com