Alex Holmes

RI Toowoomba Pty Ltd

Bronze
3 Yrs Experience
South Toowoomba, QLD 4350

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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Complex Investments
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 6
  • Years of experience 3
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

RI Toowoomba Pty Ltd

647 Ruthven St
South Toowoomba, QLD 4350

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

RetireInvest

AFSL 238429