About Me

Alex has been giving advice for over a decade while working for various accounting firms and one of Australia's largest banks. With a broad based skill set encompassing tax structures, super strategies, protection strategies and prudent investment allocation to name a few, his approach to financial planning is one which ensures you will maximise your chances of meeting your financial goals and smoothly navigating around any tricky financial situations.Apart from being a CFP Practitioner, Alex also holds a Bachelor of Economics from UNSW, a Graduate Diploma in Financial Planning and is a Fellow of the Financial Services Institute of Australasia, while also having previously been listed as one of the top 50 Financial Planners in Australia by the AFR's Smart Investor Magazine.