Alex Wilson
Alex Wilson
Fiducian Financial Services

Alex Wilson

Email
Phone
Address
26-28 Napier Cl, Deakin ACT 2600
Locked Bag 5, Deakin ACT 2600
investment performance

Understand your financial and lifestyle goals

  • About Fiducian Financial Services

    Fiducian Financial Services Pty Ltd is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products and services.

    For an initial consultation with Alex Wilson, Financial Planner Canberra, please click on “Make An Appointment” above, or contact us directly.

    Our Services

    Alex is an Authorised Representative of Fiducian Financial Services Pty Ltd and is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products:

    • Commonwealth Superannuation (MSBS, DFRDB, PSS and CSS);
    • Personal & Employer;
    • Wealth Creation;
    • Life Risk Insurance;
    • Estate Planning;
    • Salary Packaging;
    • Budget and Cash Flow Planning;
    • Investments and Savings Plans;
    • Retirement Planning;
    • Centrelink, other Government Benefits and Aged Care.

    Visit our website: https://www.fiduciancanberra.com.au/

  • About Alex Wilson

    Alex believes that a person’s financial position forms the basis for a secure future and looks to guide his clients through each important step to reach their goals. With a considered approach Alex uses his knowledge and experience to build trust and ensure his clients achieve superior financial outcomes.​

    Having grown up with a keen interest in finance and seeing the global economy unravel through the GFC during a critical time in developing his attitude to money and forward planning, Alex has cultivated a belief in achieving financial security while being mindful of risk. This attitude and the academic skills developed both through his Commerce undergrad and experience within a highly technical office are all skills he brings to bear when considering how to optimise his clients financial planning.

    Outside of work Alex is a football tragic (and a keen Collingwood supporter) playing in the local AFL Canberra competition, having previously competed against AFL players in the NEAFL. Alex spent a year of his childhood in Canada which developed his love for the ski slopes and a desire to head to the snow when any free weekend arrives.

    As an Authorised Representative of Fiducian Financial Services, Alex is committed to providing personalised financial advice to allow his clients to reach their individual goals and objectives.

    Alex has passed the FASEA Adviser Exam as required under the Corporations Act 2017.

    Alex’s formal qualifications include:

    • Diploma of Financial Planning
    • Advanced Diploma Financial Planning
    • Bachelor of Commerce
    • Currently studying a Masters of Applied Finance
  • What clients are saying

    Fiducian Financial Planners believe that quality financial advice can significantly improve the current position of most individuals and that the relationship between a client and their Financial Planner is a key ingredient in achieving that goal.

    A professional relationship built on trust, advice, support and re-assurance can be the corner stone for developing and maintaining a financial plan perfect for you and your family.

    We are naturally delighted to hear from many Fiducian clients who are very satisfied with the service they have received from their Fiducian Financial Planner and who are happy to recommend their Fiducian Financial Planner.

  • Our regular newsletter Fiducian Focus covers changes in Superannuation, Tax Legislation, the Economy and Financial Markets.


    You can also read our Monthly Economic and Market Commentary from Fiducian Investment Manager, Conrad Burge.

  • Get in touch

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