Stephen Alexander

Stephen Alexander Email and Phone Number

Mortgage Broker at Loan Market @ Loan Market
Stephen Alexander's Location
Greater Perth Area, Australia
About Stephen Alexander

As an ex-financial planner of over 20 years, this has enabled me to have a wealth of knowledge & to provide options & solutions to varying customer needs.Whether you’re looking to finance a residential, investment or commercial property, refinance an existing loan to get a better deal, secure a car loan or competitive personal loan, my passion is in providing personal guidance to help you achieve your financial goals.

Stephen Alexander's Current Company Details
Loan Market

Loan Market

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Mortgage Broker at Loan Market
Stephen Alexander Work Experience Details
  • Loan Market
    Mortgage Broker
    Loan Market Nov 2020 - Present
    Perth, Western Australia, Australia
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  • Lifetime Financial Planning Wa
    Senior Financial Planner
    Lifetime Financial Planning Wa 2011 - Apr 2020
  • Anz
    Senior Financial Planner
    Anz 2008 - 2011
    Perth, Australia
    Managed a large client portfolio and assisted customers in all aspects of planning towards their financial future. The majority of my clients are in the Northern suburbs of Perth. Of which, many of these clients are UK migrants, that needed assistance in managing their UK pension arrangements.
  • St Andrews Wealth Management Ltd
    Financial Planner
    St Andrews Wealth Management Ltd 2005 - 2008
    Perth, Australia
    Managed a group of advisers whilst also providing financial advice to a large portfolio of clients.
  • Co-Operative Bank
    Independent Financial Advisor
    Co-Operative Bank 2001 - 2005
    U.K.
    Provided independent financial advice to a broad range of customers on a large geographic scale.
  • Prudential Assurance Company Ltd
    Financial Consultant
    Prudential Assurance Company Ltd 1993 - 2001
    U.K.
    Provided full financial advice to new and existing customers in London and surrounding areas.

Stephen Alexander Skills

Retirement Planning Strategic Financial Planning Pensions Wealth Management Wealth Insurance Mutual Funds Portfolio Management Financial Advisory Investments Financial Services Income Protection Investment Strategies Investment Advisory Retirement Estate Planning Asset Allocation Finance Superannuation Wealth Accumulation Life Insurance Financial Risk

Stephen Alexander Education Details

Frequently Asked Questions about Stephen Alexander

What company does Stephen Alexander work for?

Stephen Alexander works for Loan Market

What is Stephen Alexander's role at the current company?

Stephen Alexander's current role is Mortgage Broker at Loan Market.

What schools did Stephen Alexander attend?

Stephen Alexander attended Kaplan Professional, Rg146, North East Surrey College Of Technology (Nescot).

What skills is Stephen Alexander known for?

Stephen Alexander has skills like Retirement Planning, Strategic Financial Planning, Pensions, Wealth Management, Wealth, Insurance, Mutual Funds, Portfolio Management, Financial Advisory, Investments, Financial Services, Income Protection.

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