Alex is passionate about helping people take control of their financial future so they can build the life they deserve — without the stress, uncertainty, or overwhelm.

He believes that great financial advice isn’t just about numbers — it’s about understanding your unique goals, challenges, and aspirations. That’s why he works closely with his clients to create a robust financial roadmap that helps them:

• Save time – Focus on what matters while we do the heavy lifting
• Save money – Maximize your wealth with smart strategies and tax efficiencies
• Avoid mistakes – Proven, tailored advice to protect your assets and future

Alex takes a holistic, long-term approach, ensuring that your financial plan adapts with you—so you’re prepared for whatever life throws your way.

What Drives Alex?

Alex’s approach to financial advice is deeply personal. After overcoming cancer at age 30, he gained a unique perspective on life, security, and planning for the future. Having faced uncertainty head-on, he understands the importance of building financial freedom and peace of mind.

His clients consistently praise his ability to combine expertise with genuine care and empathy. He believes in transparent, conflict-free advice, free from referral payments or outside incentives—so you always know his recommendations are in your best interest.

Experience & Achievements

With over 12 years in financial advice, Alex has held key positions across the industry, including:

• Paraplanner, Associate, and Senior Adviser roles
• Director & Partner status (achieved in 2020)
• Finalist in the University Challenge
• Winner of the Value of Advice Award (2017)

Education & Credentials

• Bachelor of Commerce (Majoring in Accounting & Financial Planning)
• FASEA Adviser Exam – Passed
• Self Managed Super Fund Accreditation – 2016
• Self Managed Super Fund Specialist
• Adviser – 2023
  Authorised Representative No. 445419

Life Outside Work

When Alex isn’t helping clients achieve financial success, you’ll find him:

• Spending time with family & exploring the outdoors
• Sailing & enjoying the beach
• Giving back as a volunteer firefighter with the NSW RFS