Alex developed his sense of hard work and customer orientation whilst pursuing a career in hospitality that spanned more than a decade. Alex had reached a point in hospitality where he needed a new challenge whilst still being able to help people; and so found the Financial Services industry.
Starting his degree in 2017, he began working in the Financial Services industry late in 2018 and graduated in 2019 with a GPA of 6.00. The switch of career has provided Alex with an increased drive for self development and strengthened his desire to provide the best possible results for clients.
Alex has excelled in developing and maintaining new relationships and providing outstanding results for clients.
Alex services Brisbane and North Queensland surrounding areas.
Alex is more then just a financial planner. He's down to earth and really relates to our situation and what we need. He explains in terms we understand and we never feel silly in asking what he means for a 2nd or 3rd time. His knowledge and interaction with us exceeds any financial planner we have dealt with before. HIGHLY RECOMMEND!!!
I recently had the pleasure to retire. This decision was made easy after consulting Alex Holmes.
The process was simplified, so I understood. Advised of the calculated risks, after considering my needs/wants.
All communications were conducted in a professional manner.
Would highly recommend his service and advise.
Alex has helped me reconfigure my superannuation portfolio and I am extremely grateful for the guidance and support I have received. From our first interaction, Alex came across as very knowledgeable and genuinely committed to helping me achieve my financial goals by taking the time to understand my unique situation and develop a personalised solution.
Appointments were very flexible and could be worked around life and work commitments, enabling decisions to be made in a timely fashion. No question of mine was too trivial and Alex took the time to explain complex financial concepts in ways I could understand.
I certainly have peace of mind about my financial future due to the strategies Alex has developed for me and I wouldn't hesitate in recommending Alex to anyone seeking expert financial advice.
Alex has not only given me financial advice but educated me on how to manage the little I am earning to help me go a long way. His customer service is excellent and he has made me comfortable to ask questions allowing me to make informed decisions. He has opened my eyes and now I am in a better place than I was before I met him.
He is flexible and accommodating, especially due to our time difference and my shift work.
Alex Holmes was very professional in providing insurance and superannuation advice to me. He kept me up to date throughout the whole process and made sure I understood everything that I was applying for. I would highly recommend Alex to anyone needing financial advice.
- Adviser status Bronze
- Number of reviews 6
- Years of experience 3
- Bachelor of Commerce (Financial Planning)
RI Toowoomba Pty Ltd647 Ruthven St
South Toowoomba, QLD 4350
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call