With over 20 years’ experience in financial services, Alex’s loyal long-term clients and outstanding results speak for themselves. Prior to establishing Illawarra Financial Group, Alex was a multi-award winning financial planner and credited as the Number 1 Financial Adviser at one of Australia’s major financial institutions. Alex holds a Bachelor of Commerce degree from the University of Wollongong and has completed a Graduate Diploma in Financial Planning through the Securities Institute of Australia.
Alex founded Illawarra Financial Group in order to provide ethical and client focused advice to the local Kiama community and beyond. As Managing Director of the business, Alex is passionate about providing innovative solutions to build personal wealth for clients.
In his spare time, Alex is an avid outdoorsman having grown up on a property just west of Orange NSW. From farm life to a coastal change, he enjoys an active lifestyle and has recently taken up both tennis and paddle boarding. A passionate supporter of the arts, Alex is also a major sponsor of the Kiama Art Society’s annual art show.
Alex’s Bucket List Item: To tour Australia by 4×4 and learn to fly a plane!
Melissa holds a Bachelor of Business (Financial Planning) and has worked for over 9 years in financial planning and retail banking. Completing her bachelor’s degree with distinction, Melissa is passionate about assisting her clients reach their goals and guiding them every step of the way. Most recently, she has brought her sharp business acumen to Illawarra Financial Group in developing new investment and operational strategies.
Outside of the office, Melissa enjoys an active lifestyle aquatically with either a scuba tank at the ready or fishing rod in hand. A social game of tennis is also her caper, and she can always be found with binoculars close by immersed in the avian world.
Melissa’s Bucket List Item: Travel to the Galapagos and become an Ornithologist!