Adam Alexander is a distinguished Paraplanner with over ten 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.