Alex has been in the Financial Planning industry since 2014 and brings a strong background of wealth creation, protection, finance knowledge and experience. Alex is FASEA qualified with a Masters of Financial Planning, Bachelor of Business, a Graduate Diploma of Financial Planning, Accredited in Listed Products, Self-Managed Super Funds, Margin Lending. Alex is also a proud member of the Financial Planning Association of Australia and the Tax Practitioner’s Board.
After developing a successful career in Melbourne as a financial advisor, Alex moved back to the Northern Rivers to be closer to his family and to where he truly calls home. Alex is the founder and director of Plan Financial Solutions, whose mission is to provide clients with financial solutions, empathy, and practical advice. Alex is dedicated in helping family, friends, and the local community to get ahead in life and ultimately create the comfortable retirement they deserve.
Alex grew up on the Coast and has always enjoyed travel, apart from living in the Northern Rivers and Melbourne, Alex also lived in Canada for a couple of years to pursue his interests in snowboarding. Alex also enjoys live music, surfing, and weekends away to the beautiful surrounding beaches.