The achievement of financial freedom is a cornerstone to opening more doors in life. When finances are controlled and managed correctly, the impact can be profound, both personally and for those we care about.
My goal is to provide clients with the tools and confidence to control their finances, so they can live life the way they want.
Alex is a fantastic adviser- he has changed my life and my partners.. He is a great communicator and takes time to explain how to help you. Highly recommended - Mick & Daria.
Alex has provided considered and sensible financial advice across a range of services for many years to our family. Through his broad knowledge and experience I feel very confident that the advice given has been right for our needs. At each stage Alex clearly articulates the logic underpinning his advice and its relevance to the agreed strategy. I have no hesitation in recommending Alex to those seeking an engaging, competent and experienced financial adviser.
Alex has been great addressing our concerns and helping us to sort out our and simplify our investments and finances. He listened to what we wanted and came back with a strategic plan that meets all our needs. We couldn’t be happier.
Very personable and honest in his approach to investment and client relations. Would recommend over and over!
Alex is an exceptional financial adviser, who brings integrity, kindness and honesty to his work. He is a clear communicator, who is able to distill the most complex ideas into digestible explanations. We trust Alex and his advice, and know that he will go and beyond to give us his full care and attention when we need him.
- Adviser status Platinum
- Number of reviews 35
- First year providing advice 2012
- Years of experience 11
- Master of Financial Planning
Summerhill Financial Services Pty LtdLevel 1, 530 Little Collins Street
Melbourne, VIC 3000
- Video call
Summerhill Financial Services Pty Ltd