Alex Holmes

RI Toowoomba Pty Ltd

Bronze

3 Yrs Experience

South Toowoomba, QLD 4350

About Alex
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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.

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

5.00 March 2024

My wife and I saw Alex Holmes in a bid to help secure our and our new young sons future. Alex helped us to create a plan which gave us an insight into our future by simply making some changes and setting things up. We are very satisfied with the outcome.

He is very professional, experienced and upfront about every detail. We would not hesitate to recommend him to anyone.

5.00 February 2024

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!!!

5.00 August 2023

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.

5.00 August 2023

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.

5.00 August 2023

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.