Alex is an accomplished financial planner who has completed the CERTIFIED FINANCIAL PLANNER designation and the LIFE RISK SPECIALIST designation through the Financial Planning Association of Australia. Alex is a compassionate financial planner who specializes in assisting people throughout all phases of their financial lives by helping in the goal identification process to find out what needs to be done to achieve the important things. I am a partner at Moran Partners Financial Planning, an award-winning, fee-for-service, Melbourne-based advice practice made up of financial planners who are committed to the constant development of skills, knowledge, understanding and qualifications. We aim to provide a level of service that is genuinely client-focused. We achieve this by behaving more like professional practitioners than business people. At Moran Partners Financial Planning we strongly believe that the key to successful financial planning is an absolute focus on our client's goals and objectives which can only be achieved where any form of vested interest is removed from the process. For this reason, we hold our own Australian Financial Services Licence (AFSL). Our client's best interest has always been our primary concern.
Alex is as personable as he is knowledgeable. I’ve appreciated the warm, respectful way in which he engages with me as a client, as well as his impressive experience and depth of knowledge. I’d recommend him to anyone in need of sound financial advice.
Alex is a calm, patient and extremely knowledgeable Financial Adviser. He is kind and considerate and has been of enormous support to me at an extremely difficult time. His ability to make my difficult and complex situation appear manageable and to provide much needed ongoing advice to then implement a plan has been invaluable. He has a very reassuring manner communicates clearly and has great attention to detail.
Alex has been fantastic to deal with. I have presented him with some challenging requirements and he has advised me of solutions that I didn't even know existed that provide long-term tax benefits and strong yields. Additionally, I have shied away from SMSF' but Alex has made this an easy process that should deliver good outcomes. In terms of retirement, he has worked with me on my expectations and what I need to do in order to achieve them. He has been patient, knowledgeable and provided information to me in a manner that is clear and concise. Highly recommended.
Very professional and easy to do business with. Made my finanical affairs simple and easy for me to follow through. Thanks Alex!
I receive excellent advice from Alex regarding my superannuation investments. I am working with Alex to have a projected figure when I retire in the next 10 years which will be a combination of superannuation and the aged pension
- Adviser status Gold
- Number of reviews 8
- First year providing advice 2011
- Years of experience 11
- Certified Financial Planner (CFP)
Moran Partners Financial Planning Pty Ltd767a Nicholson Street
Carlton North, VIC 3054
- 9:00am – 5:00pm Monday – Friday
Moran Partners Financial Planning Pty Ltd