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Alex Wilson

Associate

MBA, GDipFinPlan


Alex’s journey into financial planning is driven by a desire to find meaning in his work and impact clients’ lives. Before joining Capital Partners, he gained extensive experience with affluent clients at various firms, specialising in SMSFs, Estate Planning, and Tax Planning. His client-centric approach and dedication to independent advice have always been central to his career.

Alex’s decision to join Capital Partners was influenced by the culture and the opportunity to grow and learn from industry leaders. He finds satisfaction in making a difference in clients’ lives and working with passionate colleagues.

In his spare time, Alex enjoys family weekends, whether camping or enjoying a staycation. He is committed to continuous personal growth and making lasting, positive impacts in both his professional and personal life.

Education & Associations

Master of Business Administration

Management & Business, CHC

Graduate Diploma in Financial Planning

Kaplan