Greetings,
I'm Alex, and my journey in the Life Insurance industry commenced back in 2002. Working alongside my Father, another Life Insurance Specialist, I developed a profound understanding of its life-altering potential from a young age.
In 2019, I joined PWS, bringing along my extensive experience and insights to enrich the team's capabilities. Over the years, my expertise has spanned group and retail life insurance, delving into policy interpretation, underwriting practices, claims advocacy, and employee benefit programs.
At PWS, I lead the charge in our Corporate Benefits Solution and Referral Partnerships programs. Through strategic collaborations with employer groups and fellow professionals, I ensure that our clients receive top-notch service tailored to their needs.
My forte lies in advocating for clients during claim processes. Drawing from my diverse background in handling group, super default, and retail insurance claims, I prioritise recommending quality contractual definitions, leading to increased success rates for our clients.
Currently, I'm furthering my education with a Graduate Diploma of Financial Planning, driven by my passion for continuous growth and my commitment to providing exceptional service to our clients at PWS.
Warm regards,
Alex
Expertise
My fees
We are happy to discuss fees following a no-obligation initial consultation, at our cost. The initial consultation will allow us to understand more about your financial situation and goals, and we can then determine the scope of work involved and whether fees, commission, or a combination of both are to be charged. Any remuneration we are to receive will be discussed and agreed upon with you prior.
Recent reviews
At a glance
-
Adviser status
Platinum
- Rating
- Number of reviews 6
- First year providing advice 2006
- Years of experience 19
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Highest qualification
- Graduate Diploma of Financial Planning
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Languages spoken
- English
- German
Altus Financial
Level 2, 20 Bond StSydney, NSW 2000

Opening hours
- 9:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Altus Financial Services Pty Ltd
AFSL 520266
