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Adam Alexander

Adam Alexander

Paraplanner

Adam Alexander is a distinguished Paraplanner with over five years of experience in the financial sector, including prestigious roles at Elston, Westpac, Macquarie Bank, and Guardian Investments.

Adam excels in supporting high-net-worth clients and our financial planners, known for his expertise in SMSF, compliance, and operational improvements.

Holding an Advanced Diploma in Paraplanning, Adam combines robust problem-solving skills, customer satisfaction focus, and operational excellence.

His ambition is to contribute significantly to a boutique environment with his passion and expertise in finance.

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