Alexandra Burridge

Morgans Financial Ltd

Platinum
12 Yrs Experience
Adelaide, SA 5000
Based in Adelaide, with clients throughout Australia and offshore, I specialise in managing large tailor-made diversified investment portfolios for Self Managed Super Funds, individuals, Trusts, and retail super fund accounts, paying particular attention to risk settings. 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. Other expertise includes set up and administration of SMSFs, Life insurance, margin lending facilities, fixed interest, options and warrants. Feel free to contact me if you have a large portfolio that needs the care and attention, the daily oversight, expertise, and strategic advice that I offer to my extended family of clients.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 22
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualifications
    • Graduate Diploma of Oenology (Winemaking)
    • Graduate Diploma of Business
  • Language spoken
    • English

Morgans Financial Ltd

Level 1, 70 Hindmarsh Square
Adelaide, SA 5000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Morgans Financial Ltd

AFSL 235410

4.85
22 Reviews
5
4
3
2
1
4.85
Clear communication
4.70
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 22

Sort by

4.50
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"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..."

  • Margin Lending
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I came to Alex knowing next to nothing about the financial world. Not only does she take the time to explain everything clearly, but provides clever and concise market insight. I'm able to learn at my own pace through her daily email digest written in plain English, which is really important for a young investor. I feel confident that my portfolio will be managed well for years to come, and would highly recommend Alex."

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

"She is fantastic and always on top of her game"

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Alex is very knowledgable and is very willing to offer advise. She is always interested in our financial welfare. Judy 5050"

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

"I never have to worry about my portfolio. I know that it is being managed with absolute professionalism, based on Alex's many years of experience in the share market. More than that, my portfolio is managed with real care and concern - I feel like Alex treats my money as she would her own (possibly better). But by far the greatest bonus of having Alex manage my portfolio is that I complete TRUST her and her decision-making."

  • Superannuation
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"profoundly helpful arranging finance for a large equity investment"

  • Superannuation
  • Self Managed SuperFunds
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I find Alex to be very efficient and knowledgeable. She is prompt in assisting me with my needs questions ect.I was recomended to Alex and would have no hesitation in recommending her to family or friends . I find Alexs communication is of a high standard she is happy to give you as much time as you need to understand you potfolio, even when I have called after hrs Alex is still happy to answer my questions ."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 22

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Queensland University of Technology (QUT)
Completed
2020

Graduate Diploma of Oenology (Winemaking)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of Adelaide (UOA)
Completed
1998

Graduate Diploma of Business

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of South Australia (UniSA)
Completed
1993

Bachelor of Medicine and Bachelor of Surgery

Level
7 - Bachelor Degree
Institution
University of Adelaide (UOA)
Completed
1982

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Professional Memberships

Stockbrokers and Financial Advisers Association (SAFAA)

Membership type
Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Alexandra's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Alexandra able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Alexandra's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Alexandra to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Alexandra?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Alexandra provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Alexandra may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Alexandra Burridge
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens