Alex is an experienced life insurance adviser, specialising in medical and legal professions, as well as qualified tradespeople and business owners. He specialises in providing advice on protecting his clients' most valuable asset: their ability to earn income, and making sure that all future plans and aspirations that involve money can still be achieved if the unexpected happens. Furthermore, Alex advocates for his clients to maximise outcomes, both at underwriting time and at claim time, carefully balancing this with cost.
Alex began working in the financial planning industry in 1983 and has a Diploma of Financial Services and has passed his FASEA exam.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
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Adviser status
Silver
- First year providing advice 1983
- Years of experience 42
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Highest qualification
- Diploma of Financial Services (Distribution)
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Language spoken
- English
Halstead Financial Services Pty Ltd
963A Glenhuntly RoadCaulfield, VIC 3162
![Halstead Financial Services Pty Ltd logo](https://resources.adviserratings.com.au/practices/halstead-financial-services-pty-ltd-18003585.png)
Opening hours
- 9:00am – 6:00pm Monday – Thursday
- 9:00am – 5:00pm Friday
Licensed by
Lifespan Financial Planning
AFSL 229892
![Lifespan Financial Planning logo](https://resources.adviserratings.com.au/licensees/lifespan-financial-planning-pty-ltd-229892.png)