B Bus (Financial Planning), Life Risk Specialist, CFP®
Alex joined Paul Moran Financial Planning (now Moran Partners Financial Planning) in 2007 in a para-planning role developing detailed financial plans for clients, and managing subsequent administration to help ensure a smooth implementation process. He has been providing personal advice to clients since becoming an Authorised Representative in April 2011
Alex offers a holistic goals focused approach to financial planning with a specialization in cash flow planning and management, Superannuation, retirement planning and personal insurance. Alex is deeply committed to assisting clients fulfil their financial and lifestyle objectives and guide them through the wealth creation process.
He has a comprehensive understanding of investment principles and is an expert in cash flow modelling to help his clients really understand where their money goes.
Alex holds a Bachelor of Business from La Trobe University with a double major in Financial Management and Financial Planning. He has been awarded two professional designations – Certified Financial Planner & LRS® Life Risk Specialist accreditation program with the FPA.