BCom(Act&Fin), BEc, GradDipFP
Alex specialises in portfolio management and delivering tailored investment advice to his clients, largely in Sydney and Newcastle. He provides investment advice to not-for-profit organisations, family trusts, private investment portfolios, with a specialty in superannuation and self-managed super funds.
As an investment adviser, Alex focuses on long-term macroeconomic trends via a strategic asset allocation approach, backed by extensive research through the firm’s highly experienced Research team.
Alex seeks to empower his clients through education on both traditional and unique investment opportunities, as well as keeping them up to date on forever changing market conditions.
He has more than 10 years of industry experience across a range of asset classes, including fixed interest, domestic and international equities.
Alex holds a Bachelor of Commerce (majoring in both Actuarial Studies and Finance) and a Bachelor of Economics (majoring in Econometrics) from the University of NSW. He also has a Diploma of Financial Planning and is accredited by the Stockbrokers Association of Australia. He completed his FASEA Financial Adviser Exam in November 2020.