Alex Kerry

Senior Adviser

Biography

Alex has gained over 10 years’ experience in the Financial Services and uses her broad experience and knowledge to provide ongoing guidance to clients in regard to wealth accumulation, wealth protection and retirement planning through strategies involving (but not limited to) superannuation, investment, cashflow management, life insurance and Centrelink.

Alex holds a Diploma of Financial Planning and is currently completing her Master Degree in Financial Planning, having successfully completed the Financial Adviser Exam along with the Ethics and Professionalism unit Alex is a compliant Adviser under the new industry standards.

My Specialities

Wealth Management
Office Locations
Findex Albury
491 Smollett Street
Albury, NSW 2640
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