Alex joined Evans and Partners in 2020 from within the E&P Financial Group. He has worked within the financial services sector focused on markets and advising clients for the last 14 years. Alex is an experienced adviser to professionals, business owners, not-for-profits, superannuation funds and high-net-worth family groups.

As a trusted adviser, Alex provides a holistic and bespoke wealth management solution to his clients. He tailors the Evans and Partners approach to help his clients with investment strategy development, portfolio construction and management, sustainable and impact investing and asset protection and succession planning. He is experienced investing across all asset classes including Australian and international shares, bonds, credit, property, infrastructure, private equity, and alternatives. He understands clients engage a premium wealth solution to get the right advice and provide peace of mind, and he works very hard to deliver this.

Alex has worked in a team with Hannah Doherty McMillan servicing high-net-wealth clients for the last ten years. They are both passionate about investment markets, enjoy interacting with clients and are deeply analytical about the insights they provide. They see themselves as the stewards of their clients’ capital and assist them in managing their wealth for future generations.
Alex has a Bachelor of Finance (majoring in Corporate Finance) from Australian National University and a Master of Applied Finance from Kaplan Professional Australia. Alex has also successfully completed the Stockbrokers Association of Australia Securities & Managed Investments Accreditation and the FASEA Financial Adviser Exam and is a Certified by the Responsible Investment Association Australasia.

Expertise
  • Advisers
  • Advice and Strategies for Family Offices
  • Sustainable Investing
  • High-Net-Worth Investing
  • Superannuation and Retirement Strategies