Based in Adelaide, with clients throughout Australia and offshore,
I specialise in designing and managing large ($500k - $50mil) tailor-made diversified investment portfolios for
~Self Managed Super Funds
~Retail Super fund portfolios
~ Charities and Not for profit organisations
I pay particular attention to risk settings to ensure portfolios are suited to my clients needs and risk tolerance.
Service, guidance, and investor education are paramount in the long term partnership I form with clients.
Share market investing has been my passion for many decades, and is central to my offering.
My other services include: Set up and administration of SMSFs, Life insurance, Margin lending facilities, Fixed interest, Options and Warrants, Floats, and Access to capital raisings.
Feel free to contact me if you have a large portfolio that needs the care and attention, the daily oversight, the expertise, and the strategic advice that I offer to my extended family of clients.
Alexandra is an extremely knowledgeable and passionate financial adviser. She communicates clearly and understands my needs and how to reach the results I want. I am very happy with the service provided and recommend her to everyone.
I have nothing negative to say about Alex...she is a highly ethical person and I am glad to be her client. Thank you.
Alexandra was very clear in her advice to me. I was confident she understood my position and took my circumstances into account.
I have found Alex. Burridge to be a GOOD financial advisor over the past three years and would RECOMEND her to anyone looking for similar words of advice from a proffessional...
- Adviser status Platinum
- Number of reviews 25
- First year providing advice 2010
- Years of experience 13
- Graduate Diploma of Oenology (Winemaking)
- Graduate Diploma of Business
Morgans Financial LtdLevel 1, 70 Hindmarsh Square
Adelaide, SA 5000
- 8:00am – 5:00pm Monday – Friday
Morgans Financial Ltd