WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
AB

Alexander Brown

Financial Adviser

Alex Brown Strategic Financial Planners
Gawler East, SA 5118

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Alexander Brown is an ASIC-registered financial adviser dedicated to helping individuals and families in Gawler East, SA, achieve their financial goals. With a strong foundation built on years of experience and ongoing education, Alexander provides comprehensive and personalized financial advice. Alexander's qualifications include a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2002, FPC001B Economic & Legal Context for Financial Planning completed at Kaplan Professional in 2020, and a Graduate Diploma of Financial Planning from Kaplan Professional in 2023. Demonstrating a commitment to staying current, Alexander continues professional development with FPC002B - Kaplan in 2025. As a Certified Financial Planner (CFP) and a member of the Financial Advice Association of Australia (FAAA), SSA - SMSF Specialist Accreditation (SPAA), and The Tax Institute (CTA), Alexander adheres to the highest ethical and professional standards. Alexander is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. This enables a holistic approach to financial well-being, tailored to each client's unique circumstances and aspirations. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment Life Insurance • Life Risk Insurance • Securities advice • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Alexander Brown today to schedule a consultation and discuss your specific needs and goals.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning strategies Superannuation optimisation Wealth accumulation Risk management (insurance) Investment portfolio construction

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000288421

Verify on ASIC Register

Authorised Representative Number

000273564

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Alexander Brown provide?

Alexander Brown specializes in superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Alexander Brown have?

Alexander Brown holds a Diploma of Financial Planning from the FPA, completed FPC001B at Kaplan Professional, and a Graduate Diploma of Financial Planning from Kaplan Professional. He is also a Certified Financial Planner (CFP) and a member of the FAAA, SPAA, and The Tax Institute (CTA).

What is the process for working with Alexander Brown?

The process typically begins with an initial consultation to discuss your financial goals and current situation. Alexander will then develop a personalized financial plan tailored to your specific needs. Ongoing reviews and adjustments will ensure your plan remains aligned with your evolving circumstances.

How can wealth management advice help me?

Wealth management advice can help you grow and protect your assets, optimize your investment portfolio, and achieve your long-term financial goals, such as retirement, purchasing property, or funding your children's education.

What should I expect during my first meeting with Alexander Brown?

During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Alexander will listen carefully and ask questions to gain a thorough understanding of your needs. This meeting is an opportunity for you to get to know Alexander and determine if he is the right financial adviser for you.

Get in Touch

Contact Alexander directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.