Our People
Alex Jackson
Bachelor of Commerce, Griffith University (2007)
Advanced Diploma of Financial Services, Pinnacle Financial Services Academy (2011)
Cert IV in Finance & Mortgage Broking, Kaplan Professional Education (2019)
Member of Financial Advice Association Australia (since 2018 – formally FPA)
Associate of the Institute of Public Accountants (since 2021)
Registered Tax Agent (since 2022)
Alex Jackson
Alex Jackson is an Associate Director and holistic Financial Adviser, who is passionate about helping medical professionals take control of their finances and plan for a secure, rewarding future. With years of experience supporting doctors, dentists, and healthcare specialists, Alex understands the unique pressures they face and how to turn their hard work into lasting financial success.
Known for his down-to-earth approach and strategic mindset, Alex works closely with clients to design tailored plans that align with their personal goals. From investment strategies and debt management to tax planning, retirement modelling, and risk protection, he brings clarity and confidence to every conversation.
Alex believes great advice is built on trust, and he takes pride in building long-term relationships with the people he works with. When he’s not advising clients, you’ll likely find him exploring the outdoors or planning his next adventure.





