Alex is an accomplished financial planner who has completed the CERTIFIED FINANCIAL PLANNER designation and the LIFE RISK SPECIALIST designation through the Financial Planning Association of Australia. Alex is a compassionate financial planner who specializes in assisting people throughout all phases of their financial lives by helping in the goal identification process to find out what needs to be done to achieve the important things. I am a partner at Moran Partners Financial Planning, an award-winning, fee-for-service, Melbourne-based advice practice made up of financial planners who are committed to the constant development of skills, knowledge, understanding and qualifications. We aim to provide a level of service that is genuinely client-focused. We achieve this by behaving more like professional practitioners than business people. At Moran Partners Financial Planning we strongly believe that the key to successful financial planning is an absolute focus on our client's goals and objectives which can only be achieved where any form of vested interest is removed from the process. For this reason, we hold our own Australian Financial Services Licence (AFSL). Our client's best interest has always been our primary concern.
Expertise
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 8
- First year providing advice 2011
- Years of experience 13
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Mpfinplan Pty. Ltd.
767a Nicholson StreetCarlton North, VIC 3054
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Mpfinplan Pty. Ltd.
AFSL 428848