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.
Expertise
My fees
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 12
- First year providing advice 2001
- Years of experience 23
-
Highest qualification
- Fellow Chartered Financial Practitioner (FChFP)
-
Language spoken
- English
Bay Wealth & Protection
Unit 1, 24 Burler DrVasse, WA 6280
Opening hours
- 9:00am – 5:00pm Tuesday – Friday
Meeting methods
-
In person
Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135
