About Me

Mammoth Financial is a boutique financial planning firm operating for the sole purpose of developing lasting relationships with our clients enabling the development of individualised and innovative solutions allowing our clients to fulfil both financial and lifestyle objectives. We focus our business on providing a consistently high level of service to our clients with a real focus on the long term relationship and the ongoing service and management of all components of their financial lives. Mammoth Financial's principal, Alex Morris, has practiced in the Financial Planning industry since 2000, & his qualifications & professional recognitions include:- Certified Financial Planner (CFP)- Self Managed Super Fund (SMSF) Specialist Advisor (SSA)- University of NSW - Bachelor of Commerce- Securities Institute of Australia - Graduate Diploma of Financial Planning- Millennium3 Financial Services Pty Ltd - Professionalism Award 2008- Millennium3 Financial Services Pty Ltd - Young Adviser of the Year 2009

Areas of Focus

  • Aged care
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 22 Years
  • Licensed By
    Licensed By Alliance Wealth Pty Ltd
CERTIFIED FINANCIAL PLANNER®