As a Financial Advisor, Alexander enjoys working with clients to help them achieve not only their financial, but also personal goals. With over 8 years experience in the Financial Services Industry; Alexander’s knowledge, passion and interpersonal skills are key to him helping his clients. Alexander is a firm believer of education; currently holding a Graduate Diploma of Financial Planning, a Bachelor of Commerce (Finance) and Bachelor of information systems. Alexander is completing a Masters of Financial Planning and obtaining CFP© designation (certified financial planner). Alexander’s journey has brought him to Associated Concepts, where he has the great privilege of mentoring & guiding his clients to manage their wealth so they can live their best life. Throughout Alexander’s career, he has had the pleasure of working with families and individuals from all walks of life – Alexander currently specialises in assisting those who work in the medical profession. Outside of work Alexander have a passion for the outdoors; Spending most of his weekends camping, fishing or exploring in the beautiful state of Victoria – on occasion venturing into other states to experience what this great country has to offer.
Graduate Diploma of Financial Planning, Bachelor of Commerce (Finance), Bachelor of Information Systems, Diploma of Financial Planning, Diploma of Mortgage Brokering
Finance, Investing, Wealth Management, Investing and Wealth management, Structuring and strategic management, Insurances and risk management, Cashflow, Budgeting
Deakin University, Kaplan University
2022 IFA Young Financial Advisor of the Year Finalist
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