Alex Naylor

SFG Advice

Gold
9 Yrs Experience
Cronulla, NSW 2230
Senior Planner & Partner | SFG Advice | 02 8488 8130 | hello@sfgadvice.com.au Passionate about helping everyday Australians achieve their financial goals through quality advice and innovative solutions. I am fortunate to be a part of a fantastic team that love to help good people achieve their goals. Everyday we strive to make our clients more confident, less stressed and ultimately happier as a result of our advice & solutions. I graduated from the University of Wollongong in 2013, with a degree in both Accounting and Financial Planning. Away from work, you will find me enjoying time with friends and family, out on the Port Hacking or volunteer fire-fighting with the Rural Fire Service.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 24
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Bachelor of Commerce (Accounting and Financial Planning)
  • Language spoken
    • English

SFG Advice

2-6 Kingsway
Cronulla, NSW 2230

Opening hours

  • 7:00am – 7:00pm Monday
  • 7:00am – 8:00pm Tuesday – Thursday
  • 8:00am – 3:00pm Friday
  • 9:00am – 5:00pm Saturday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.85
24 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 24

Sort by

4.75

"Alex advise me with clear and precise knowledge on my retirement alternatives and was very helpful with the superannuation mail trail in providing a knowledgeable view on what was best for my financial future"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Alex has given me advice on Income protection. Alex always explained everything to me in a clear way that was easy to understand. Im confident in the advice that was given to me by Alex was right for me and will help me to continue to reach my goals."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The whole experience was valuable and I look forward to working with Alex in the future. Thanks Alex"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Alex made me feel comfortable and was able to explain things in simple terms. A very professional and down to earth young man with a wealth of knowledge. I would highly recommend Alex to anyone in need of financial advice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex was really helpful in giving me an understanding of my current situation as well as helping me to develop a plan in order to achieve my goals. He was really patient, understanding and open about his own story which put me at ease."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Being a younger Adviser I found Alex very relatable and approachable. Although young, Alex clearly demonstrated his knowledge, expertise and I trust him with my finances. I found the budget, account structuring, debt & mortgage advice to be invaluable - I have never felt as in control of my finances as I do now! He has not only set me up to succeed but also checks in and its clear he genuinely cares about my success! Thanks so much Alex!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex has been amazing from the first day I met him. He explains all concepts in as much detail as I need. He always goes above and beyond to make things happen; often outside of business hours to fit in with my needs."

  • Superannuation
  • Retirement & Pension
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex was very approachable, knowledgeable and straight forward. He took time to explain everything with us and made us feel at ease. He always got back to us in a timely manner."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It is always good to clarify my position regarding the amount left in my pension. Its good to know that someone else is looking after it and that I don't have to worry or do anything."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex has helped me save time, stress, fees and delivered a better outcome. He is always easy to get in touch with and easy to talk to."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 24

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

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

Qualifications & Training

Bachelor of Commerce (Accounting and Financial Planning)

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
2013

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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