Role listed
Iconic Wealth Advisory Services (Iwas)
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Morris Alexander Email & Phone Number
Certified Financial Advisor | SMSF Specialist Advisor™ | Private Wealth Client Advisor | Business Strategy Coaching | Empowering individuals for a secure future
at
Iconic Wealth Advisory Services (IWAS)
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✓ Verified Jul 2026
3 data sources
Profile completeness 100%
Current company
Role
Certified Financial Advisor | SMSF Specialist Advisor™ | Private Wealth Client Advisor | Business Strategy Coaching | Empowering individuals for a secure future
Location
Sydney, New South Wales, Australia
Who is Morris Alexander? Overview
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Quick answer
Morris Alexander is listed as Certified Financial Advisor | SMSF Specialist Advisor™ | Private Wealth Client Advisor | Business Strategy Coaching | Empowering individuals for a secure future at Iconic Wealth Advisory Services (IWAS), based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Morris Alexander.
Morris Alexander previously worked as Financial Advisor at Bell Partners and Portfolio Analyst at Partners Wealth Group. Morris Alexander holds Masters Of Financial Planning (Smsf & Investments Specialist Accreditation), Financial Planning And Services, Distinction from Kaplan Professional.
Company email context
Email format at Iconic Wealth Advisory Services (IWAS)
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Iconic Wealth Advisory Services (IWAS)
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Profile bio
About Morris Alexander
Your dedicated financial advisor with a passion for helping my clients achieve their financial goals.I have been in the finance industry for over 10 years ranging from financial planning, portfolio analyst roles, investment, and business advisory firms.Let's Make Financial Advice Great Again!So if you're feeling lost or uncertain about your financial situation, I invite you to take the first step and schedule a consultation with me. Together, we can assess your current situation, identify your goals, and develop a customized plan to help you achieve the financial security and freedom you deserve. Don't let fear or doubt hold you back any longer - let's start building your tomorrow, today!“The highest form of wealth is the ability to wake up each day and say what do I want to do today”
Listed skills include Stock Management, Wealth Management, Portfolio Management, Investments, and 26 others.
Current workplace
Morris Alexander's current company
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Iconic Wealth Advisory Services (Iwas)
AeroLeads page
7 roles
Morris Alexander work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Portfolio Analyst
Jan 2018 - Dec 2020
Equity Research Analyst
The Way Of The Wizard Investments
Jun 2015 - Jan 2018
Business Analyst
Feb 2013 - Jun 2015
Junior Business Analyst
Mar 2012 - Feb 2013
Nsw Area Manager
Body Pro Limited
May 2009 - Mar 2012
5 education records
Morris Alexander education
Masters Of Financial Planning (Smsf & Investments Specialist Accreditation), Financial Planning And Services, Distinction
Graduate Diploma Of Financial Planning, Financial Planning And Services
Associate’S Degree, Advanced Diploma Of Financial Planning (Adfp-Rg 146)
Bachelor’S Degree, Applied Finance/Economics
Smsf Specialist Advisor™, Financial Planning And Services
Smsf Association (Smsf)
FAQ
Frequently asked questions about Morris Alexander
Quick answers generated from the profile data available on this page.
What company does Morris Alexander work for?
Morris Alexander works for Iconic Wealth Advisory Services (IWAS).
What is Morris Alexander's role at Iconic Wealth Advisory Services (IWAS)?
Morris Alexander is listed as Certified Financial Advisor | SMSF Specialist Advisor™ | Private Wealth Client Advisor | Business Strategy Coaching | Empowering individuals for a secure future at Iconic Wealth Advisory Services (IWAS).
Where is Morris Alexander based?
Morris Alexander is based in Sydney, New South Wales, Australia while working with Iconic Wealth Advisory Services (IWAS).
What companies has Morris Alexander worked for?
Morris Alexander has worked for Iconic Wealth Advisory Services (Iwas), Bell Partners, Partners Wealth Group, The Way Of The Wizard Investments, and Nab.
How can I contact Morris Alexander?
You can use AeroLeads to view verified contact signals for Morris Alexander at Iconic Wealth Advisory Services (IWAS), including work email, phone, and LinkedIn data when available.
What schools did Morris Alexander attend?
Morris Alexander holds Masters Of Financial Planning (Smsf & Investments Specialist Accreditation), Financial Planning And Services, Distinction from Kaplan Professional.
What skills is Morris Alexander known for?
Morris Alexander is listed with skills including Stock Management, Wealth Management, Portfolio Management, Investments, Business Development, Investment Banking, Asset Management, and Australian Equities.
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