Alex Braun
Financial Adviser
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About
Alex Braun is an ASIC-registered financial adviser dedicated to helping clients in Caulfield, VIC, and across Australia achieve their financial goals. With a career spanning several decades, Alex combines extensive experience with a commitment to providing tailored financial advice. Alex's qualifications include a Diploma of Financial Services (Distribution) from Deakin Financial Services Pty Ltd (2002), along with specialist training from the Australian Lifewriters Association in Personal and Business Insurance Sales Skills (1989) and Disability Income Sales Skills (1990). He is also a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a comprehensive range of financial products, Alex can assist with superannuation, insurance, wealth management, and retirement planning needs. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice, including fund selection and consolidation • Comprehensive insurance solutions to protect your assets and income • Strategic wealth management to grow your investments • Retirement planning to secure your financial future • Investment advice tailored to your risk profile and goals Ready to take control of your financial future? Contact Alex today for a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Alex Braun provide?
Alex Braun provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Alex Braun have?
Alex holds a Diploma of Financial Services (Distribution) from Deakin Financial Services Pty Ltd and has specialist training from the Australian Lifewriters Association in Personal and Business Insurance Sales Skills and Disability Income Sales Skills.
How does Alex Braun approach financial planning?
Alex takes a personalised approach, working closely with each client to understand their unique circumstances, goals, and risk tolerance. He then develops a tailored financial plan to help them achieve their objectives.
What can I expect during my first consultation with Alex?
During your initial consultation, Alex will discuss your financial situation, goals, and concerns. He will explain his services and how he can help you, and answer any questions you may have. This is an opportunity to see if Alex is the right financial adviser for you.
Why is it important to seek professional financial advice from someone like Alex Braun?
A qualified financial adviser like Alex can provide expert guidance and support to help you make informed decisions about your finances. This can lead to better financial outcomes and greater peace of mind.
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