Senior Planner & Partner | SFG Advice | 02 8488 8130 | firstname.lastname@example.org
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.
Alex was absolutely brilliant. He was able to explain complicated concepts to my husband and I, making it easy for us to understand. Alex went above and beyond for us at a time of high stress and was able to make us feel in control again. We are so appreciative of the work he does and beyond recommend.
Alex went absolutely above and beyond to discover what our best options were, and explained to us clearly what our options were and what the results would look like.
Alex advised 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
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.
The whole experience was valuable and I look forward to working with Alex in the future. Thanks Alex
- Adviser status Platinum
- Number of reviews 26
- First year providing advice 2013
- Years of experience 10
- Bachelor of Commerce (Accounting and Financial Planning)
SFG AdviceLevel 2, 263 Clarence St
Sydney, NSW 2000
- 8:30am – 7:00pm Monday – Friday
Consultum Financial Advisers Pty Ltd