Alex has been a financial adviser for over 7yrs and is a director of Wealth Consolidated Pty Ltd atf Forge Wealth Management trading as Forge Wealth Management.
He is passionate about helping busy Australians achieve their personal aspirations through providing strategic holistic advice to put his clients on the path to financial success. His aim is to educate his clients and empower them to enact real, lasting, positive change. Alex ensures true financial success is achieved by his clients by making their financial world clear, understandable and easily accessible.
Alex has achieved the Fellow Chartered Financial Practitioner designation, is an AFA practitioner Member and a member of the Tax Practitioners Board.
His qualifications are Fellow Charted Financial Practitioner (Kaplan) Adv Diploma Financial Services (Kaplan) SMSF Specialist, Securities and Margin Lending (Kaplan)
Specialising in personalised financial planning including, lifestyle planning, cash flow management, debt management, portfolio construction, wealth accumulation, saving strategies, asset allocation, intergenerational wealth transfer, superannuation (inc. SMSF) and personal & business risk management.
Expertise
At a glance
- Adviser status Silver
- First year providing advice 2012
- Years of experience 12
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
Forge Wealth Management Pty Ltd
Suite 201, 30 KingswayCronulla, NSW 2230
Opening hours
- 7:00am – 7:00pm Monday – Friday
- 9:00am – 4:00pm Saturday
Licensed by
Synchron Advice Pty Ltd
AFSL 243313