As a father with a young family, Alex understands the value of practical, personalised financial advice that supports clients’ needs today while helping them plan confidently for the future.
With formal mortgage broking qualifications, a Bachelor of Business in Financial Planning, and the final unit of his Master of Accounting underway, Alex brings a well-rounded perspective to financial advice. His strong background in financial services, combined with clear and client-focused communication, helps make the advice process straightforward and supportive.
Alex is authorised to provide both personal and general financial advice on:
Alex is an authorised representative and credit representative of Akumin Financial Planning Pty Limited and holds a Bachelor of Business (Financial Planning).
To make an appointment with Alex either call the office or select a day and time via our online booking system that best suits you in the calendar below – select by clicking on the Schedule Appointment button.
Your privacy is important to us and Akumin Financial Planning Pty Limited. You may request access to your personal information at any time by calling us on tel 8357 3999. Information collected will be subject to Akumin’s Privacy Policy avaliable at https://akumin.com.au/. You can also contact us if you do not wish to receive information from us anymore.