Alex joined the E&P Financial Group in 2011. He provides investment advice to high-net-worth individuals, superannuation funds, not-for-profit organisations and family offices.
Alex combines his own passion for investing with high quality Evans & Partners research in order to tailor strategies and help clients meet their objectives. He works with sophisticated and highly-involved investors to navigate ever-changing markets as well as less-involved retirees who focus more on peace of mind and income to enjoy their retirement.
He has significant experience investing across a wide range of asset classes, including Australian and international equities, bonds, hedge funds and private equity. Alex takes his client educational role very seriously and ensures his clients have a strong understanding of any investment before purchase, then keeps them up-to-date with regular portfolio reviews.
Alex has a Bachelor of Commerce (majoring in Actuarial Studies & Finance) and Bachelor of Economics (Majoring in Econometrics) from UNSW. He also holds a Graduate Diploma of financial planning from Kaplan Professional Australia and is accredited with the Stockbrokers Association of Australia.