MORAN - Key Persons
Alex joined Paul Moran Financial Planning (now Moran Partners Financial Planning) in 2007 in a para-planning role developing detailed financial plans for clients and managing subsequent administration to help ensure a smooth implementation process. He has been providing personal advice to clients since becoming an Authorised Representative in April 2011
"Alex offers a holistic goals-focused approach to financial planning with a specialization in cash flow planning and management, Superannuation, retirement planning, and personal insurance. Alex's strength is assisting clients to fulfil their financial and lifestyle objectives and guide them through the wealth creation process."
He has a comprehensive understanding of investment principles and is an expert in cash flow modelling to help his clients really understand where their money goes.
Alex holds a Bachelor of Business from La Trobe University with a double major in Financial Management and Financial Planning. He has been awarded two professional designations - Certified Financial Planner & LRS® Life Risk Specialist accreditation program with the FPA.
Job Titles:
- Member of the Academic Advisory Committee of the International Financial Planning Standards Board
- Practice Partners
- Principal of Moran Partners Financial Planning
Paul is a principal of Moran Partners Financial Planning with extensive industry experience. He has been a Lecturer in financial planning with FINSIA, Kaplan, Victoria University and Australian Catholic University for over 20 years. He has been awarded two professional designations - Certified Financial Planner and SMSF Specialist Adviser.
Paul is currently a member of the Academic Advisory Committee of the International Financial Planning Standards Board.
Marcus has recently been appointed as a Financial Planner and Authorised Representative of Moran Partners Financial Planning in 2019 having joined the firm in 2014. Marcus has over 17 years' experience working in the Financial Planning industry principally as a Senior Paraplanner. Marcus holds a Diploma in Financial Planning, Graduate Diploma in Financial Planning and a Master of Financial Planning, completed in October 2019. During his time as a Paraplanner he has had regular client contact and has been the main support to the licensed Financial Planners through providing implementation of strategies and the presentation of Statements of Advice (SoA's). Marcus has successfully transitioned to a senior financial adviser role with Moran Partners.