Our People

Alex Lo
Snapshot
  • First Samuel Associate since 2020
  • Over 5 years' experience in the financial services industry
  • Responsible for the management and execution of all aspects of administration in relation to Client Strategy

Alex Lo

Client Strategy Administrator
BBus, DipFP

Alex joined First Samuel in November 2020.

He has completed a bachelor's degree in Business (Economics and Finance) and a Diploma in Financial Planning from RMIT University. Alex has over 5 years' experience in the financial services industry having worked in a superannuation fund and more recently a boutique financial planning practice.

Alex is responsible for the management and execution of all aspects of administration in relation to client strategy and compliance and provides general administration assistance to Client Strategists.

Outside of work, Alex enjoys exercising, watching the footy and spending time with friends and family.