Alex ignited his spark for assisting the local community reach their financial dreams and aspiration in 2001 where he started with Newcastle Permanent Building Society. In 2001 his career started as a Financial Planner in the Newcastle Permanent Financial Planning sector where he not only helped clients achieve financial success, but help build the Financial planning department. Since then Alex has developed long term relationship with clients and have seen many through various life stages.
Alex is an experienced and well qualified Financial Adviser, having completed his Dip, Adv Dip & Master of Financial Planning. He has held a variety of roles and the extensive studies have provided Alex with a technical knowledge in investment funds, superannuation, income streams and insurance products. Alex is committed to and enjoys working with his clients in providing technical, commercial and strategic advice focussed on adding value to their businesses or employment whilst growing and protecting their personal net wealth. Alex follows the FPA Code of Professional Practice including the Code of Ethics, Practice Standards and Rules of Professional Conduct.
Alex enjoys that passion and dedication that the Insight team have. Alex enjoys working alongside like-minded colleagues who have the client’s best interest at the core of what they do.
Alex lives locally enjoys exercising or walking with his wife Kristie, he has two teenage daughters and still likes to help out down at Merewether Surf Life Saving Club.
We have been with Alex some time now
He has always guided and explained everything really well making sure we are happy with the outcome.
He takes his time and you always feel comfortable.
He explains what he can help us with in the future which puts our minds at ease.
Alex gave me advice on my income and how to manage and maintain my super at it's present level whilst boosting my income payment each month as discussed with him.
Alex always have given us sound advice He is contactable at the end of a phone call when needed Honest and genuine sums Alex up
I have great confidence in Alex's advice and support. He explains things easily and I always feel comfortable asking questions or advice. Also, I am comfortable if I have any further concerns he is always happy to speak to me and discuss my concerns or clarify things for me. I often recommend Alex to friends and family
Alex always explains at my level and makes sure I understand. I am comfortable with his knowledge and advice.
- Adviser status Gold
- Number of reviews 10
- First year providing advice 2003
- Years of experience 19
- Master of Financial Planning
Insight Wealth Planning24 Alma Road
New Lambton, NSW 2305
Gps Wealth Ltd