Raised on the Gold Coast, Alex has been researching and investing in financial markets since 2016, building several models for himself and clients. Alex joined Ord Minnett in 2020, before successfully completing his qualifications and becoming a registered Private Wealth Adviser in 2023.
Alex provides superannuation and personal investment advice for Queensland professionals. This comes in the form of tailored investment strategies to meet the goals of each individual. Alex is dedicated to a great service offering while using index tracking and high conviction stock picking to out-perform the market.
The investment options that Alex utilises includes: Australian & International Shares, Fixed Interest Securities, Exchange Traded Funds (ETFs) and Australian Bonds.
Alex fulfills the need for Queensland professionals as they struggle to find time to manage their own investments. Investment structures can be in the form of personal funds, trusts and personal superannuation.
At his fingertips, Alex has the expertise of the Ord Minnett Research team, including the institutional desk. Ords’ Corporate Finance team also provides corporate transactions, such as IPOs, which add further value for clients.
Alex also assists solicitors on the Gold Coast for estate administration services with shares involved.
In his free time, Alex enjoys playing sport and going to the gym.
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