Alex has gained valuable experience and knowledge from working with self-managed super funds (SMSF’s) and has a passion for the equity market.
Alex joined Baker Young in 2017 as an Equity Advisor after working in the financial sector for 5 years assisting clients with taxation and super fund management and compliance. Alex has gained valuable experience and knowledge from working with self-managed super funds (SMSF’s) and has a passion for the equity market.
Alex is focused on building long term client relationships and is driven by success. Alex believes in ensuring that each client has a specific investment strategy to suit his or her individual needs.
Professional accreditation and membership include:
- B.Com (Acc) – University of Adelaide
- RG146 Compliant
- Diploma of Financial Planning
- Advance Diploma of Financial Planning