I am a Financial Adviser with a passion for the outdoors. I enjoy working with clients to help them achieve their personal and financial goals.
With over 6 years experience in the Financial Services Industry; I believe that my knowledge, passion and interpersonal skills are key to helping me help my clients.
I most enjoy helping my clients understand what their goals are, then positioning them to best achieve those goals – whether these be financial or personal.
Whether a client is at the beginning of a long career or approaching retirement, the skills and experience that I bring to the table have a significant positive impact on my clients lives.
Alex was great in helping us discover options for our retirement. We were thinking about retiring but didn't know how to fund our lifestyle and if we could live comfortably. He was very knowledgeable and was able to give clear, concise advice and lead us down the best path. We are now happily retired and are so grateful for his assistance.
Alexander provides us with excellent financial advice and guidance. He is very professional and thorough and answers all of our questions in detail. I would highly recommend Alexander as he is always approachable and friendly.
Alex has given me advice in areas of super, insurance and tax strategies. He has so much knowledge and is able to put it into simple terms for me to understand. Alex dedicated a lot of time to help me understand my financial situation and was able to answer all of my questions; showing me how I will be in a better position following the advice. His advice was great and I'm so thankful for the time and effort he put into my advice.
Alex was great, he made me feel comfortable about investing and really took his time to make sure I understood what was going on. Thanks for all the help! Sophie, M.
We really apreciated the level of service provided by Alex, he was very prompt with his replys over both email, text and phone calls. I felt Alex really listened to me and was able to help me clearly articulate my goals. I was very happy with Alex's end advice I can clearly understand how I am now in a better position. Thanks Alex!
- Adviser status Gold
- Number of reviews 5
- First year providing advice 2018
- Years of experience 5
- Master of Financial Planning
Associated Concepts Pty LtdLevel 4, 737 Burwood Road
Hawthorn, VIC 3122
- 8:00am – 2:00pm Saturday
- 8:00am – 6:00pm Monday – Friday
Associated Concepts Pty Ltd