Alex has been working in the Financial Services industry for over a decade specialising in Investment Portfolio Management, Wealth Accumulation, Retirement Planning and Superannuation.
With a degree in Economics from the University of Adelaide and Certified Financial Planner status, Alex works with his clients to develop outcomes that address their personal and financial objectives.
He is passionate about responsible and sustainable investing and strongly believes that this will become a normalised approach to wealth management in the years ahead.
At Baillieu Holst, Alex advises professionals, small business owners and not for profit organisations in achieving specified financial objectives. With access to both in house and external research, this can then be tailored to meet clear ethical and financial metrics.