Alex Tasker
Forest Wealth
I really love the ongoing relationships I am able to build as part of my role as a financial advisor. Meeting with interesting people every day, helping to avoid risk, and navigating you through a complex financial world. I have had a strong interest in economics and finance since the early 1990’s, which has formed the foundation of my professional life as a financial advisor. In 2017 I finished my CFP ® (Certified Financial Planner) which is seen as an education benchmark for Financial Advisers.
I count myself lucky to live in a great part of Sydney with my wife Lorraine and 2 daughters. You may bump into me walking the dog around Wahroonga, having a coffee at PCYC in Waitara, on the football pitch playing for the Turramurra Over 35’s or even playing golf at North Ryde. Being active and playing sport is a big part of my life outside of finance.
I am available for meetings in our Chatswood office.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt Forest Wealth, we use a clearly defined and consistent methodology, tailoring fees to each client’s circumstances and the scope of advice provided. We always offer an initial complimentary meeting, and all fees are discussed upfront so clients can make informed decisions.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 2
- First year providing advice 2007
- Years of experience 19
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Highest qualification
- Bachelor of Arts (Financial Economics)
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Language spoken
- English
Forest Wealth
Level 12, 67 Albert AveChatswood, NSW 2067 Suite 1A, 17-19 Hunter Street
Hornsby, NSW 2077
Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
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In person
Licensed by
Millennium3 Financial Services Pty Ltd
AFSL 244252
