Alexander Menzie

Medical Financial Planning

13 Yrs Experience
Fortitude Valley, QLD 4006

Finances can seem daunting, especially when there are so many people telling us what to do and you are unsure which path to take. I enjoy helping clients understand the impacts of various financial decisions and assisting them to be comfortable, travel, experience and create.

In most cases 'money' is not about having a specific networth, but about providing a lifestyle, using it as a facilitator to have meaningful experiences with loved ones or assisting to create opportunities for our children and those around us.


  • 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.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 10
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Medical Financial Planning

3 Prospect St
Fortitude Valley, QLD 4006

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Medical Financial Planning

AFSL 506557