Morris Alexander

Bell Partners

Silver

3 Yrs Experience

Sydney, NSW 2000

About Morris
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Hi, I'm Morris and I'm a dedicated financial advisor with a passion for helping my clients achieve their financial goals.

I have been in the finance industry for over 10 years ranging from financial planning, portfolio analyst roles, investment, and business advisory firms.

I have a strong educational background, having completed my Diploma of Financial Planning, Graduate Diploma of Financial Planning, Bachelors Degree in Business & Commerce with a double major in Financial Modelling and Behavioural Economics, and a Master of Financial Planning Degree. This gives me the knowledge and expertise to provide my clients with the best possible financial advice.

I believe in the importance of education, and I take the time to educate and empower my clients so they can make informed decisions and feel confident about their financial future. As a SMSF Specialist Advisor, I have a deep understanding of the complexities of self-managed super funds and I can provide expert advice on how to use them to meet your financial goals.

Financial planning is a lifelong strategy, and I pledge to be your unwavering guide on this journey.

My ultimate career goals are twofold: firstly, to make financial advice accessible to every Australian, especially those in need, and secondly, to make financial literacy a mandatory subject in every high school across Australia by the year 2030.

Financial Planning is a long-term strategy and I believe that I am more than just an adviser to my clients.

I am their partner in life's journey to gaining more control over their finances and helping them unlock their rich life.

So if you're feeling lost or uncertain about your financial situation, I invite you to take the first step and schedule a consultation with me.

“The highest form of wealth is the ability to wake up each day and say what do I want to do today”

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Property Investment
Small Business Advice
Tax Strategies
Growing Assets

I offer a free 30 minute consultation meeting and charge on a fee for service basis that is subject to the complexity of the financial advice provided and the level of assets actively advised upon.

5.00 April 2025

I can’t recommend this fine young gentleman highly enough. From the first meeting, it was clear he genuinely cares about his clients and takes the time to understand your unique goals and circumstances. What sets this legend apart is his ability to break down complex financial strategies into something easy to understand and implement—whether it’s superannuation, investments, or long-term planning, he’s across every detail and even helped me get out of debt - when I was down - he was there always!

He’s not just technically sharp—he’s incredibly approachable, proactive, and always one step ahead in finding opportunities or spotting potential risks. I’ve felt completely confident knowing my financial future is in such capable hands.

Thanks to Morris, we’re not just more financially secure—we’re more financially confident. Easily the best advisor I’ve worked with - thanks bro!

5.00 September 2024

Morris is an extraordinary person. He is dedicated, personable, friendly, down to earth and above all he cares. He doesn’t just do his job, he really cares for his client. Over the past two years I’ve had a complicated situation with various insurance claims, a large termination payment from an employer and a large inheritance. Morris took over this about 12 months into this two year period and picked up all the pieces. He always makes sure I'm okay financially but also that I’m ok in life generally. Morris is a person who really cares, really communicates, and really wants to help. He’s an adviser anyone should want to see!

5.00 March 2024

Dealing with money stuff has always stressed me out, especially now with kids in the picture. Morris totally got where we were coming from and laid everything out, step by step. It’s like he knew exactly what we needed. Honestly, having him in our corner makes us breathe easier. What a delight working with Morris - such an honest man who truly tells you want you need to hear. Thanks!

5.00 December 2023

Having a family and trying to support them is financially difficult and Morris came to the rescue. He put my mind at ease and provided us with a step by step plan for my wife and I to make sure we will be taken care of and that our money was working for us. His knowledge helped us truly feel comfortable with our finances. Morris is a great human to be around and you can tell he truly cares about providing the best advice possible.

5.00 December 2023

Morris helped me completely with my finances, especially with my retirement. When you retire, it's scary and you don't know what you cannot do, especially if the money will last enough for your family. He makes it easy to understand the confusing financial world and from our first meeting, he showed he listened and cared. I would highly recommend Morris to anyone looking to retire and get the best out of their lives.