Alec Winter

Alec Winter Email and Phone Number

Financial Adviser at Wealth Fundamentals @ Wealth Fundamentals
indooroopilly, queensland, australia
Alec Winter's Location
Greater Brisbane Area, Australia
Alec Winter's Contact Details

Alec Winter work email

Alec Winter personal email

n/a
About Alec Winter

I am known for achieving long term positive financial outcomes for clients. I specialise in cashflow and debt management strategies and wealth creation for young professionals; assisting pre-retirees with investment and superannuation planning; creating sustainable income streams for retirement and estate planning; and aged care planning.I have extensive qualifications in finance and business, significant financial planning insight and a commitment to providing an integrated advice approach that complements each of my client’s long-term financial goals.Working in the bank and financial services industry since 2010, my philosophy for financial advice is centred around trust and building enduring relationships that unlock opportunities and help clients prosper throughout the changing stages of their lives.

Alec Winter's Current Company Details
Wealth Fundamentals

Wealth Fundamentals

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Financial Adviser at Wealth Fundamentals
indooroopilly, queensland, australia
Employees:
4
Alec Winter Work Experience Details
  • Wealth Fundamentals
    Financial Adviser
    Wealth Fundamentals Oct 2019 - Present
    Brisbane, Australia
    Assisting clients with:• Financial Planning Strategies• Tax Minimisation• Advanced Budgeting and Cash Flow Solutions• Risk Management & Asset Protection• Home and Investment Loans• Superannuation and Retirement Solutions• Managed Funds and Equities• Estate Planning Strategies• Business Risk Insurance• Self Managed Super Funds
  • Acquire Strategic Advisers
    Financial Adviser
    Acquire Strategic Advisers Jan 2019 - Jun 2019
    Brisbane, Australia
  • Macquarie Group
    Wealth Advisor
    Macquarie Group Sep 2017 - Jul 2018
    Brisbane, Australia
  • Commonwealth Bank
    Senior Financial Planner
    Commonwealth Bank Apr 2016 - Sep 2017
    Brisbane, Australia
  • Anne Street Partners
    Financial Adviser
    Anne Street Partners Feb 2012 - Feb 2016
    Brisbane, Australia
  • National Australia Bank
    Banking Adviser
    National Australia Bank Jul 2010 - Apr 2011

Alec Winter Skills

Strategic Financial Planning Investment Strategies Financial Services Wealth Management Portfolio Management Retirement Banking Estate Planning Loans Budgets Cash Flow Investments Credit Analysis Financial Risk Mortgage Lending Retirement Planning Smsf Financial Planning

Alec Winter Education Details

Frequently Asked Questions about Alec Winter

What company does Alec Winter work for?

Alec Winter works for Wealth Fundamentals

What is Alec Winter's role at the current company?

Alec Winter's current role is Financial Adviser at Wealth Fundamentals.

What is Alec Winter's email address?

Alec Winter's email address is al****@****.com.au

What schools did Alec Winter attend?

Alec Winter attended University Of Southern Queensland, Kaplan Australia, Kaplan Australia, Toowoomba Grammar School.

What skills is Alec Winter known for?

Alec Winter has skills like Strategic Financial Planning, Investment Strategies, Financial Services, Wealth Management, Portfolio Management, Retirement, Banking, Estate Planning, Loans, Budgets, Cash Flow, Investments.

Who are Alec Winter's colleagues?

Alec Winter's colleagues are Chris Lane, Matthew Lane.

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