About Me

Alex completed his secondary schooling in 1991 and has spent the last 24 years advising clients on all sorts of financial matters.
Over that period of time Alex has completed a diploma of Business, Diploma of Financial Planning and achieved the internationally recognised Certified Financial Planner Status.
The Certified Financial Planner Status is professionally recognised and is the highest level that a Financial Planner can achieve in this country.

Alex, also hold Senior Associate membership with Finsia and was involved in assisting Carlton and United Breweries with their restructure in 2004/2005.

Alex worked with the Commonwealth Bank of Australia for 11 years before deciding to commence his own advice practice under the Commonwealth Bank Subsidiary, Financial Wisdom. He was with this organisation for over 14 years

Whilst in this role, Alex gained valuable experience advising hundreds of clients on a wide variety of financial planning issues and due to the closure of the Financial Wisdom Dealer Group left to join Lifespan.

Alex has now been a Lifespan authorised representative for over 3 years.

To put it quite simply, you are in good hands