Morris Alexander

Hi, I’m Morris and I’m a dedicated financial advisor with a passion for helping my clients achieve their financial goals.
I have been in the finance industry for over 10 years ranging from financial planning, portfolio analyst roles, investment, and business advisory firms.

I have a strong educational background, having completed my Diploma of Financial Planning, Graduate Diploma of Financial Planning, Bachelors Degree in Business & Commerce with a double major in Financial Modelling and Behavioural Economics, and a Master of Financial Planning Degree. This gives me the knowledge and expertise to provide my clients with the best possible financial advice.

I believe in the importance of education, and I take the time to educate and empower my clients so they can make informed decisions and feel confident about their financial future. As a SMSF Specialist Advisor, I have a deep understanding of the complexities of self-managed super funds and I can provide expert advice on how to use them to meet your financial goals.

Financial planning is a lifelong strategy, and I pledge to be your unwavering guide on this journey. My ultimate career goals are twofold: firstly, to make financial advice accessible to every Australian, especially those in need, and secondly, to make financial literacy a mandatory subject in every high school across Australia by the year 2030.

So, if you’re feeling lost or uncertain about your financial situation, I invite you to take the first step and learn how to unlock your rich life. A life lived on your terms and your dreams.

“The highest form of wealth is the ability to wake up each day and say what do I want to do today”