An inquisitive and attentive team-player who prides himself on being well-prepared and up-to-date, Alex bucks the proverbial ‘You can’t teach an old dog new tricks’ idiom. Thoughtful and engaged, Alex is committed to continuous improvement and seeks to value add by employing the best tools, strategies, tactics and technology modern accounting has to offer.
An experienced operator, Alex specialises in superannuation, self-managed superannuation, retirement strategies, retirement planning, estate planing, asset protection, wealth protection, accounting, management accounting and live accounting. He works closely with small-medium enterprise clients helping them better understand how finances affect their operations as well as identifying and recommending growth strategies.
Vigilant and astute, Alex actively solicits opinions, encourages critical thinking and in all pursuits, adopts a policy of openness and inclusion. When Alex works for you, you’re contracting an available and accessible advisor in command of a wealth of knowledge and expansive problem-solving capabilities.
Bachelor of Commerce - Accounting
Diploma of Financial Planning
SMSF Specialist Advisor (SSA)
Member of Chartered Accountants Australia and New Zealand (CA)
- Asset Protection
- Estate Planning
- Retirement Planning
- Self Managed Superannuation Funds
- Wealth Protection