Alexander Cudlipp Email & Phone Number

I work as part of an agile team delivering digital advice solutions to the private wealth business. My experience across operations and advising clients assists the team in delivering value to advisors and clients, with a focus on portfolio management, CRM, productivity and compliance. Previously, I worked as part of a team that provided trusted advice for individuals, families and For-Purpose organisations. My work focused on tailored investment solutions for clients, incorporating Cash, Credit, Domestic & International Equites, Real Assets, Alternative Assets, Derivatives, Foreign Exchange, and my interest in Socially Responsible Investing.I completed the FASEA exam in 2021.