Alexander Colefax
Financial Adviser
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About
Alexander Colefax is an ASIC-registered financial adviser based in Spring Hill, QLD, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a Bachelor of Commerce (Financial Planning and Investments) from Griffith University (2002) and a Certificate IV in Finance and Mortgage Broking from Kaplan Professional (2017), Alexander possesses a robust foundation in financial principles and practices. He is also a proud member of the Finance Brokers Association of Australia (FBAA), demonstrating his commitment to upholding the highest professional standards. Alexander is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He specializes in crafting tailored strategies for retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Alexander today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Alexander Colefax offer?
Alexander provides advice on a wide range of financial matters, including superannuation, insurance, wealth management, retirement planning, and investments. He can help you create a personalized strategy to achieve your financial goals.
What are Alexander Colefax's qualifications and experience?
Alexander holds a Bachelor of Commerce (Financial Planning and Investments) from Griffith University and a Certificate IV in Finance and Mortgage Broking from Kaplan Professional. He is also a member of the Finance Brokers Association of Australia (FBAA).
How does Alexander Colefax approach financial planning?
Alexander takes a client-centered approach, focusing on understanding your unique circumstances, goals, and risk tolerance. He then develops a tailored financial plan to help you achieve your objectives.
What can I expect during my first meeting with Alexander?
During your initial consultation, Alexander will discuss your financial situation, goals, and any concerns you may have. This will allow him to understand your needs and determine how he can best assist you.
How can Alexander Colefax help me with my retirement planning?
Alexander can help you develop a comprehensive retirement plan that takes into account your current financial situation, desired lifestyle, and expected retirement age. He can also advise you on superannuation, investment strategies, and other retirement savings options.
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