About Us

Qualified CPA with a diverse and broad skill set developed through various roles within Finance over the last 25-plus years. Held senior financial leadership roles for large Australian and International corporates contributing to a unique multi-faceted professional skill set. Since 2011 Alexander’s focus has been to provide specialist, holistic financial advice as a professional financial adviser, holding the role of Managing Director and Senior Financial Adviser at Wealth Connexion.

Specialties: Providing tailored financial strategies, extensive knowledge and experience with strategic planning; financial management; investment; superannuation including SMSF; retirement planning; wealth protection; estate planning; Centrelink; aged care specialist advice; gearing; tax financial adviser (TPB).

A highly qualified professional and client focused financial planner with over 20 years experience in financial services, six years of which have been as a client facing financial adviser.  Diverse experience gained across a range of professional financial planning firms as well as established Australian financial services companies in marketing and communication management roles.

Specialties: Providing tailored financial strategies, extensive knowledge and experience with strategic planning; financial management; investment; superannuation including SMSF; retirement planning; wealth protection; estate planning; Centrelink; aged care specialist advice; gearing; tax financial adviser (TPB).

Courtney has actively worked in the financial services industry since 2008 and during this time has gained knowledge and experience in a broad range of sectors in the financial industry, including personal and business insurance. Since joining Wealth Connexion in 2015, Courtney has continued to provide tailored financial planning solutions for her clients, specialising in pre and post-retirement planning and Centrelink advice.

Specialties: Providing tailored financial strategies, extensive knowledge and experience with strategic planning; financial management; investment; superannuation including SMSF; retirement planning; wealth protection; estate planning; Centrelink; aged care specialist advice; gearing; tax financial adviser (TPB).

Peter has worked in the financial services and insurance industries since 1981 and commenced working as a Financial Planner in 1994. Peter completed a Diploma of Financial Planning in 2000 and holds a Certified Financial Planner (CFP®) qualification. Peter specialises in advice for pre-retirees and retirees (including aged care advice), and he is dedicated to providing a high level of service for all of his clients. Peter ensures that his clients enjoy peace of mind in retirement, free from financial worry.

Tony has worked as a financial planner since 2012 and is dedicated to helping individuals secure their financial future. Specialising in retirement planning, superannuation, investment strategies, wealth protection and Centrelink matters he is dedicated to helping clients secure their financial future. Using a client-centric approach, he navigates the complexities of legislation and offers tailored solutions to optimise investments and safeguard wealth. He enjoys guiding clients towards a prosperous retirement, ensuring financial well-being and peace of mind.

Specialities: Providing tailored financial strategies, extensive knowledge and experience with strategic planning, financial management, investment, superannuation, retirement planning, wealth protection, estate planning, Centrelink, and tax financial adviser (TPB).

Jason is highly qualified with a strong passion for the profession in which he has chosen to work in over the last 20 years. During this time, he has developed both a broad and comprehensive skill set, providing advice at many levels working with individuals, families, and well established Australian financial services companies.
Leveraging from his maturity, confidence, and passion for advising, Jason maintains a flexible yet outcomes-driven approach. After working together, many clients and peers say that he has given them the confidence to move forward, deliver on what was promised and is always reliable. Knowing he has made a difference in people’s lives is something that Jason strives for and helping others was one of the key reasons for getting into financial services.

Specialties: Providing tailored financial strategies, extensive knowledge, and experience with strategic planning; financial management; investment; superannuation including SMSF; retirement planning; wealth protection; estate planning; Centrelink; gearing; tax financial adviser (TPB).

Ruth is a newly accredited Financial Adviser and brings a fresh perspective and a drive to make a difference in every facet of her role. With an extensive academic background in the financial services industry, Ruth applies this knowledge to help clients navigate the complexities of finance with confidence. Her dedication lies in empowering individuals and families to take control of their financial futures and help turn their aspirations into reality.

Ruth believes in a personalised approach to financial planning, and considers each clients individual needs in order to provide tailored strategies. By taking the time to understand clients’ aspirations, concerns, and priorities, she develops comprehensive financial plans that align with their goals. Whether it’s building wealth, saving for education, or planning for retirement, Ruth offers guidance and support every step of the way.

Ynes has been actively contributing to the financial services sector since 2016, bringing with her valuable experience and insights. With a focus on seamless office operations and client support, she has honed her skills in optimizing administrative processes and ensuring efficiency within the industry. Ynes’s commitment to excellence and her comprehensive understanding of the financial landscape make her an asset in navigating the complexities.

With a passion for financial planning, Andrew is a dedicated paraplanner adept at supporting advisors in delivering comprehensive wealth management solutions. He assists in creating personalized financial plans, conducting research, and ensuring regulatory compliance. Andrew utilises his academic background leveraging strong analytical skills to provide valuable insights and recommendations. Known for his attention to detail and commitment to client satisfaction, Andrew plays a key role in optimizing client portfolios and achieving financial goals.

Lachlan is an enthusiastic intern within the financial services sector, bringing a fresh perspective and eagerness to learn since joining the industry. His focus is on gaining practical experience in office operations and client support, aiming to optimize administrative processes and contribute to efficient workflows. With a keen interest in understanding the intricacies of the financial landscape, Lachlan is committed to honing his skills and navigating complexities under the guidance of experienced professionals. His dedication to excellence and continuous improvement makes him a promising contributor in his field.