Joint Statement by Baillieu Limited Chairperson David Trude and Managing Director Gavin Powell

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Alex Butler

Financial Adviser

Areas of Speciality

Strategies

  • Savings & wealth creation
  • Investment portfolios
  • Superannuation planning
  • Pre-retirement planning
  • Retirement planning
  • Succession planning
  • Budgeting & cash flow management
  • Estate planning considerations

Products

  • Cash management accounts
  • Direct shares
  • Retail & wholesale managed funds
  • Retirement income streams
  • Superannuation products
  • Life insurance products
  • Investment platforms
  • Geared investments

About Alex

Alex has been working in the Financial Services industry for over 15 years specialising in Investment Portfolio Management, Wealth Accumulation, Retirement Planning and Superannuation.

With a degree in Economics from the University of Adelaide and Certified Financial Planner status, Alex works with his clients to develop outcomes that address their personal and financial objectives.

He is passionate about responsible and sustainable investing and strongly believes that this will become a normalised approach to wealth management in the years ahead. Currently, Alex is a member of the Ethical Adviser’s Co-operative as well as a member of the Responsible Investment Association of Australasia.

At E L & C Baillieu, Alex advises professionals, small to medium business owners and not for profit organisations in achieving specified financial objectives. With access to both in house and external research, this can then be tailored to meet clear ethical and financial metrics.

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