With over a decade of financial services and investment market experience, Alex provides comprehensive wealth management solutions to individuals, families and organisations. His clients include professionals, business owners and high net wealth families. Alex has an extensive understanding of all areas of financial markets and places a high level of emphasis on governance and ethics in his investment process. He helps his clients invest across all asset classes including Australian and international shares, property, infrastructure, private equity and alternatives. Alex employs a quality overlay in his approach, he looks for sustainable investment strategies that will produce the outcome his clients are looking for over the long term. Through his business partners, he is well positioned to assist clients getting appropriate tax, superannuation, legal and estate planning advice where needed and ensures this is seamlessly built into his service. He understands clients engage a wealth solution to get the right advice and make their lives easier and he works very hard to achieve this. Alex partners with Hannah Doherty-McMillan, Director - Senior Investment Adviser, in all the clients that he works with. This means their clients have multiple professional’s across their situation and on hand to provide advice and service whenever required. Alex has a Bachelor of Finance from the Australian National University and a Masters of Applied Finance from Kaplan Professional Australia. He has completed the Stockbrokers Association of Australia Securities & Managed Investments Accreditation and passed the FASEA Financial Adviser examination.
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