Alex Colefax

With over 24 years experience in the financial services industry, FASEA certified and university degree qualified in Financial Planning and Accounting, Alex is an experienced Financial Planner and Mortgage Broker.

The business I run is Accumulo Financial Solutions, which was established in 2011 and focuses on forging long-standing and trusting relationships with each and every client.

Our focus is to ensure clients can achieve their best financial potential and live the lives they aspire to – we do this through building, maintaining and protecting our clients financial positions, and creating long-term strategies to build wealth.

We will work with you to identify the level of advice and services appropriate for you to have a comfortable lifestyle and peace of mind.