Alex helps clients optimize their finances by assisting clients with cash flow, debt, asset protection, wealth accumulation & retirement. There is real heart and sincerity in the way Alex interacts with his clients. He is passionate about giving them great outcomes and peace of mind.
Alex is a new age financial planner – not only well experienced but well qualified having a degree in both Financial Planning and Accounting. Alex always puts his clients first and goes above and beyond which is why he received the Value of Advice Award in 2017.
His services include, but aren’t limited to –
Alex is the Senior Financial Planner at Specialist Financial Solutions ATF SFS Unit Trust, Authorised Representatives of Apogee Financial Planning AFSL 230 689