Summary

Alex has been in the industry since 2017, starting with Bell Partners as a Financial Planning Assistant. He worked behind the scenes providing advisor support to produce and implement advice while receiving mentoring and guidance in the provision of client facing advice services. In the 12 months prior to his appointment as a financial advisor in 2022, he was instrumental in the research and development of a wide range of advice strategies in his role as a Paraplanner. Alex has a strong technical knowledge of superannuation, personal insurance, and strategic advice, and is a SMSF Specialist Adviser and Certified Financial Planner. Additionally, his administrative background gives him an understanding of how institutions operate, allowing him to make the implementation process as simple as possible for clients. He also has the ability to break down and explain complicated subject matter in simple terms. Contact Details: Phone: (02) 4911 1999 Email: [email protected]