About Alec

Working in the banking and financial services industry since 2010, Alec has gained considerable and diverse experience partnering with clients with differing financial knowledge and attitudes. A natural communicator, he is known for his ability to explain complex concepts to help his clients make decisions with confidence.

Alec’s philosophy for financial advice is centred around trust and building enduring relationships that create long term positive outcomes. While financial planning can include one-off transactions, Alec gains immense satisfaction from working with clients throughout the different stages of their lives, unlocking opportunities to enable them to prosper.

Understanding the very personal nature of advice and preparing clients financially for their future is Alec’s specialty… whether that be assisting young professionals with cash and debt management strategies or implementing wealth accumulation strategies appropriate for their lifestyle; assisting pre-retirees with investment and superannuation planning; creating sustainable income streams for retirement years, estate planning; or aged care planning.

Prior to joining Wealth Fundamentals, Alec honed specialist skills in the areas of retirement planning, wealth creation, investment planning, superannuation and personal and business risk insurance.

In addition to a decade of experience, he has extensive qualifications in finance and business, which he effortlessly translates into practical solutions for his clients.

At Wealth Fundamentals, Alec has discovered a workplace grounded in integrity and a deep sense of service and values compatible with his own. Joining the team in October 2019, Alec provides an integrated advice approach which complements each clients’ long-term financial goals to enable them to progress in their lives with confidence and in comfort.

Alec is down to earth and has a calm and proactive nature. He enjoys meeting clients from all walks of life and relishes the challenge of making a positive difference. He understands that trust is earned - built through providing well considered advice specific to each of his client’s needs and by always acting in their best interests.

Personal Life

It’s obvious that Alec enjoys what he does. He has always had an interest in maths and Australia’s financial system as evident in his extensive qualifications, and the more he learns, the more he wants to share with others.

He also enjoys learning about different cultures and that involves exploring the world with his wife. Together they have travelled to America, South-east Asia and Japan. Alec appreciates the simple pleasures of life in Brisbane too, whether it be trying new restaurants, reading a book on the back deck or roughhousing with Jerry (his Golden Retriever) in the back yard.