// Financial Adviser
Alexander Harris is a financial adviser with over 12 years of experience in capital markets, having held analyst roles with boutique investment houses and international investment banks.
Alex manages investment and superannuation portfolios on behalf of high net worth clients and self-managed super funds.
Professional Qualifications and Education
- Member of the Financial Planning Association of Australia (FPA)
- Bachelor of Applied Finance & Bachelor of Commerce (Accounting) – Macquarie University
- Diploma of Financial Planning – Kaplan
- Diploma of Mortgage Broking and Finance – Kaplan
- Accredited Listed Product Adviser – Kaplan
Industry and Service Specialisations
- Financial Planning
- Managed Investments
- Direct Equities
- Risk Insurance
- Superannuation and Retirement Planning
- SMSF
- Mortgage Broking
- Asset Financing
- Debt and Cash Flow Management
Leaders Service Area
- Private Wealth Management and Family Office Services
