Alex is a multi-disciplined Financial Adviser with over 15 years’ industry experience in financial services. He is part of our Wealth Creation team and is based in our Melbourne office.
Alex began his career in London and worked for the prestigious Queen’s bank (Coutts & Co) as a Private Banker. For the last 10 years, Alex has been working within Financial Planning including advisory roles under BT Licensees (Securitor and Magnitude). Alex has been with PKF Melbourne Wealth for over three years and is an integral part of the team, specialising in providing advice to high net-worth families, executives, and business owners.
Alex has particular expertise in Portfolio Management and Investment Markets, Superannuation, Self-Managed Super Funds, Personal Risk Advice, Cashflow, and Estate Planning. Alex is an Authorised Representative of The Advice Exchange (ABN 55 107 629 194 and AFSL 278937).
Alex puts his client’s first and is a trusted adviser who helps his clients through the various stages of their financial lives and provides his advice based on his client’s future aspirations and goals.