"The best part of being a financial planner is the knowledge that I can actively contribute to the improvement of my clients' financial position"
Alex Wilson
Alex believes that a person’s financial position forms the basis for a secure future and looks to guide his clients through each important step to reach their goals. With a considered approach Alex uses his knowledge and experience to build trust and ensure his clients achieve superior financial outcomes.
Having grown up with a keen interest in finance and seeing the global economy unravel through the GFC during a critical time in developing his attitude to money and forward planning, Alex has cultivated a belief in achieving financial security while being mindful of risk. This attitude and the academic skills developed both through his Commerce undergrad and experience within a highly technical office are all skills he brings to bear when considering how to optimise his clients financial planning.
Outside of work Alex is a football tragic (and a keen Collingwood supporter) playing in the local AFL Canberra competition, having previously competed against AFL players in the NEAFL. Alex spent a year of his childhood in Canada which developed his love for the ski slopes and a desire to head to the snow when any free weekend arrives.
As an Authorised Representative of Fiducian Financial Services, Alex is committed to providing personalised financial advice to allow his clients to reach their individual goals and objectives.
Alex’s formal qualifications include:
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Diploma of Financial Planning
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Advanced Diploma Financial Planning
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Bachelor of Commerce
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Currently studying a Masters of Applied Finance
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Passed FASEA Code of Ethics exam as required under Corporations Act 2017
Alex is authorised by Fiducian Financial Services PTY Ltd to provide you with financial planning services, including dealing in the following financial products: