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Alex joined Mattioli Woods in 2016, fresh into the world of wealth management. Since then, he has focused on learning the ins and outs of the industry and Mattioli Woods, with valuable knowledge and experience gained within our administration and paraplanning teams.
Having undertaken the Diploma in Regulated Financial Planning, Alex now provides ongoing financial advice and support to a wide variety of clients. This allows him to empathise and understand his clients’ circumstances, working with them to establish their objectives and formulate a suitable financial plan designed specifically for them.
Outside of work, you will probably find him at his local cinema catching the latest release, or obsessively building his burgeoning vinyl collection.
