Alexander Menzie

Medical Financial Pty Ltd

Gold
11 Yrs Experience
Fortitude Valley, QLD 4006

Recent reviews

Medical Financial Pty Ltd

3 Prospect St
Fortitude Valley, QLD 4006

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

We are paid for the service we provide to our clients on a flat fee for service basis. These fees are agreed and charged annually. We do not receive any commission or adviser service fees from super, investment or associated margin loans.

Licensed by

Medical Financial Pty Ltd

AFSL 506557

5.00
6 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"Alex is a highly professional adviser who is proactive and very competent in his field of financial service. We have been very well looked after by Alex as he’s gone above and beyond his role to make sure we’re aware of all aspects of our financial affairs. We find Alex to be trustworthy, he’s neutral in his approach, does not push or promote financial products and primarily focuses on the financial well-being of his clients. We are very happy to have Alex look after us."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I went to Alex seeking more confidence in managing my finances. This involved looking into my super and investment choices as well as assessing my insurances and yearly tax planning. I found Alex's approach very personal and that the decisions made were specific to my values rather than a cookie-cutter approach. I have been able to contact Alex when required and always find his advice easy to understand and act upon."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex has been fantastic to work with from the very first meeting. He is flexible, accommodating, understanding and knowledgeable. He explains things very clearly, and makes something complex easy to understand. Alex has expeditiously adapted his recommendations to meet my frequently changing circumstances. He and his team are professional, courteous and friendly."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex has been fantastic. I had limited financial experience and he was able to talk to my level of knowledge. I was able to discuss trial concerns and it never seemed bothersome to Alex and his team. They assisted me beyond what I had assumed they were required too. My experience has been wonderful and I fully recommend him!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"From the very first interaction with Alex, he made us feel very welcome and at ease about everything we speak about. He effortlessly built a rapport with us from our first session. He always explains concepts in an easy to understand manner and takes all guesswork out so that we are always able to make an informed decision with respect to our finances. Alex is extremely meticulous and works hard at ensuring that all our sessions have a structured agenda as well as paperwork always being prepared to the highest standards whether it be Statements of Advice or something as simple as an Authority Form. We have no hesitation in recommending Alex to anyone who requires guidance with respect to their finances."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alexander is a professional and approachable financial adviser who assists me in areas such as superannuation, budgeting and insurance. He always takes the time to understand what is important to me and ensures that all advice is communicated in a clear manner. His personal approach, knowledge and experience allows me to feel very confident that the advice I receive is right for my needs. When I was involved in an accident and unable to work for some time, Alexander ensured my income protection insurance claim was dealt with smoothly, quickly and easily, with no stress on my part. I highly recommend Alexander to anyone looking for personalized and high quality financial advice."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
University of Tasmania (UTAS)
Completed
2009

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2015

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Alexander's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Alexander able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Alexander's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Alexander to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Alexander?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Alexander provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Alexander may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Alexander Menzie
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens