Alex Colefax

Accumulo Financial Solutions Pty Ltd

Silver
18 Yrs Experience
Spring Hill, QLD 4000

With over 24 years experience in the financial services industry, FASEA certified and university degree qualified in Financial Planning and Accounting, Alex is an experienced Financial Planner and Mortgage Broker.

The business I run is Accumulo Financial Solutions, which was established in 2011 and focuses on forging long-standing and trusting relationships with each and every client.

Our focus is to ensure clients can achieve their best financial potential and live the lives they aspire to – we do this through building, maintaining and protecting our clients financial positions, and creating long-term strategies to build wealth.

We will work with you to identify the level of advice and services appropriate for you to have a comfortable lifestyle and peace of mind.

Expertise

  • Insurance Protection
  • Managing Debt
  • Shares & Investments
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.83
  • Number of reviews 3
  • First year providing advice 2006
  • Years of experience 18
  • Highest qualification
    • Bachelor of Commerce (Financial Planning and Investments)
  • Language spoken
    • English

Accumulo Financial Solutions Pty Ltd

Suite 1, 1 St Pauls Terrace
Spring Hill, QLD 4000

Opening hours

  • 9:00am – 5:00pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Beryllium Advisers Pty Ltd

AFSL 528250