Alex is a Senior Financial Adviser based in our Newcastle office.
He began his career in financial services in 1991 with one of Australia’s largest banks. Initially commencing in various branch roles, Alex quickly progressed through to management in addition to working in personal and business lending. During this time, he managed high-value client relationships whilst completing a Diploma of Business (Banking and Finance).
His experience across multiple channels within the banking industry led to a role in wealth management and on to a position as a Senior Financial Adviser. In this position, Alex built strong relationships with a loyal client base who appreciated the delivery of his highly personalised service and advice.
With a wealth of experience in investments, self-managed superannuation and retirement planning in addition to expertise across personal insurance advice, business succession and insurance planning –Alex excels at providing clear advice to clients and assisting them to understand their financial choices within the economic environment.
Having lived and worked on the Central Coast, Alex moved to Lake Macquarie in the mid-‘90s. Alex enjoys the lifestyle afforded by the beautiful local area and loves keeping fit with his wife and being involved with their four children’s various sporting activities.
- ASIC Authorised Representative no. 1003872
Authorised by The Advice Exchange to provide financial advice and services relating to managed investments, superannuation, Self-Managed Superannuation Funds, shares, estate planning, Aged Care advice, margin lending and personal insurance.
Professional Memberships and Qualifications
- Member of the Financial Planning Association
- Advanced Diploma of Financial Planning
- Accredited Aged Care Professional