Alex joined E&P Financial Group in 2011 and provides comprehensive investment advice to high-net-worth individuals, superannuation funds, not-for-profit organisations and family offices.

Drawing on his genuine passion for investing and Evans & Partners’ institutional-grade research, Alex develops tailored investment strategies to help clients achieve their financial objectives. He works with a diverse client base, from sophisticated, actively engaged investors navigating complex market environments to retirees seeking capital preservation and sustainable income streams.

Alex has extensive experience across multiple asset classes, including Australian and International Equities, Bonds, Private Equity and alternate bespoke opportunities. He prioritises proactive advice and client education, ensuring clients thoroughly understand their investment strategy and remain engaged through regular portfolio reviews.

Alex holds a Bachelor of Commerce (Actuarial Studies & Finance) and Bachelor of Economics (Econometrics) from the University of New South Wales. He has a Graduate Diploma holder in Financial Planning from Kaplan Professional Australia and is accredited with the Stockbrokers Association of Australia.