Alex Eades

Bay Wealth & Protection

Gold
21 Yrs Experience
Vasse, WA 6280
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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 12
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Bay Wealth & Protection

Unit 1, 24 Burler Dr
Vasse, WA 6280

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857

4.75
12 Reviews
5
4
3
2
1
4.85
Clear communication
4.65
Knowledge & expertise
4.90
Customer care
4.65
Likely to recommend
Showing reviews 1—10 of 12

Sort by

4.50

"Good work Al, will be in touch soon. Keep up the good work."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I felt very confident and comfortable in alex giving me the advice that I needed for myself and my family re investment, insurance and superannuation and wouldn’t hesitate to recommend his representation to anyone."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.75

"No nonsense advice. Quick and helpful."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My previous income protection and personal insurance portfolio was a shambles. Alex did an incredible job of reviewing and then putting forward a much more beneficial alternative. As a result I have better cover and at a lower price. I would highly recommend Alex to anyone looking to gain help with their financial position. He is thorough, patient, attentive and genuinely has his clients best interests at heart."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex has always given very thorough and relevant advice. He responds to any problems really quickly and has been able to guide us through the claims process. We always feel that we have his full support and always highly recommend him to others."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex is very helpful and explains in terms we understand about our policies and our super and he is only a phone call away. As we live in a remote area he keeps us up to date on line and sends us the market up dates."

  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Cavendish and ICFS Specialist SMSF Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2015

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Association of Financial Advisers (AFA)
Completed
2016

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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