Morris Alexander

Bell Partners

Silver
2 Yrs Experience
Sydney, NSW 2000

Hi, I'm Morris and I'm a dedicated financial advisor with a passion for helping my clients achieve their financial goals.

I have been in the finance industry for over 10 years ranging from financial planning, portfolio analyst roles, investment, and business advisory firms.

I have a strong educational background, having completed my Diploma of Financial Planning, Graduate Diploma of Financial Planning, Bachelors Degree in Business & Commerce with a double major in Financial Modelling and Behavioural Economics, and a Master of Financial Planning Degree. This gives me the knowledge and expertise to provide my clients with the best possible financial advice.

I believe in the importance of education, and I take the time to educate and empower my clients so they can make informed decisions and feel confident about their financial future. As a SMSF Specialist Advisor, I have a deep understanding of the complexities of self-managed super funds and I can provide expert advice on how to use them to meet your financial goals.

Financial planning is a lifelong strategy, and I pledge to be your unwavering guide on this journey.

My ultimate career goals are twofold: firstly, to make financial advice accessible to every Australian, especially those in need, and secondly, to make financial literacy a mandatory subject in every high school across Australia by the year 2030.

Financial Planning is a long-term strategy and I believe that I am more than just an adviser to my clients.

I am their partner in life's journey to gaining more control over their finances and helping them unlock their rich life.

So if you're feeling lost or uncertain about your financial situation, I invite you to take the first step and schedule a consultation with me.

“The highest form of wealth is the ability to wake up each day and say what do I want to do today”

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

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

I offer a free 30 minute consultation meeting and charge on a fee for service basis that is subject to the complexity of the financial advice provided and the level of assets actively advised upon.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.99
  • Number of reviews 37
  • Years of experience 2
  • Highest qualification
    • Master of Financial Planning
  • Languages spoken
    • Arabic
    • English

Bell Partners

40 Lime St
Sydney, NSW 2000

Meeting methods

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

Licensed by

Australian Financial Advisory Solutions Pty Ltd

AFSL 287619