BBus, DipFP
Alex has over 8 years of experience in the financial services industry.
Prior to joining First Samuel, Alex held positions across various organisations within the industry, including roles in a boutique financial planning practice, an industry super fund, and a commercial bank, demonstrating his versatile background and expertise.
In his role at First Samuel, Alex is responsible for managing and executing our client advice and onboarding processes. His attention to detail and commitment to excellence ensure that clients receive tailored recommendations and seamless transitions into the company’s services.
Alex holds a Bachelor of Business (Economics and Finance) from RMIT University and a Diploma of Financial Planning.
Outside of work, Alex enjoys spending time with family and friends, going to the gym, and watching AFL. He is an avid supporter of the Essendon Football Club.