About Me

Alex joined the financial planning profession in 2001 after completing a Bachelor of Commerce from the University of Southern Queensland. He continued to develop his knowledge, completing further qualifications, including a Graduate Diploma of Financial Planning (2004) and a Master of Business (2009). He has been using his specialist knowledge both for helping clients with their personal financial situations and goals, and sharing his knowledge through his work as a university lecturer in financial planning. Alex has completed a research paper on the future direction of the financial planning industry that was presented at the Asian Finance Association Conference in Brisbane in 2009. More recently, Alex made a contribution to a text book for university students. He was also a member of the Financial Planning Academics Forum (FPAF) that aims to foster communications, research and cooperation in the area of personal financial planning.