Alex has been advising clients in the South West of WA since 2001 and is now Director/Adviser at the privately owned practice, Bay Wealth & Protection.
Simplicity and care are at the centre of the financial planning services he provides, by breaking down the language of finance into simple terms and listening properly to his clients.
Alex completed the Fellow Chartered Financial Practitioner designation with the Association of Financial Advisers back in 2016. He has recently passed the required FASEA Exam Standard and is also a registered Tax (Financial) adviser.
Alex knows his role is about helping hardworking people make smart decisions with their money without confusion or worry.
In his personal life he loves his cricket, AFL and basketball and has been actively involved in a number of local clubs and associations. When not playing or watching sport he is a keen fisherman and likes to make the most of the South West beaches and Geographe bay with family and friends.
Good work Al, will be in touch soon. Keep up the good work.
Alex has been our Advisor for over 15 years. We feel he is always approachable, explains everything in simple terms and goes over and above for us (as well as other people we know). He assists us with our Superannuation, Insurance and future retirement planning. Alex has an extremely high level of integrity and we would strongly recommend having a chat with him.
Alex has always been very professional in offering me advice on my up and coming retirement plans. Once i retired, we implemented the discussed options. I am happy the way things are progressing with the income streaming, and current financial arrangements. We have always found Alex to be very enthusiastic and professional with out dealings, plus his always friendly and cheerful manner.
Alex has always been extremely helpful with all of my requests regarding insurance and superannuation. His advise has always been explained in a helpful and professional manner. Mike Carter
Alex has always been helpful and knowledgeable in directing my finance needs and questions. Always leave our meetings knowing my queries have been answered in a way I can understand.
- Adviser status Gold
- Number of reviews 12
- First year providing advice 2001
- Years of experience 21
- Fellow Chartered Financial Practitioner (FChFP)
Bay Wealth & ProtectionUnit 1, 24 Burler Dr
Vasse, WA 6280
- 8:00am – 5:00pm Monday – Friday
Affinia Financial Advisers Ltd