Alex Cokalis Email & Phone Number
Principal Financial Advisor @ iPartner Financial Solutions
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Alex Cokalis Location
- Kew, VIC, AU
Alex Cokalis Work
- Principal Financial Advisor @ (June 2014 - Present)
- Principal Financial Planner @ (September 2016 - June 2021)
- Business Development Manager @ (December 2009 - May 2014)
- Financial Planner @ (January 2008 - December 2009)
- Financial Planner @ (January 2004 - January 2008)
- Financial Planner @ Commonwealth Bank of Australia (January 2001 - January 2004)
- Mobile Networks Engineer @ (January 1998 - January 2001)
Alex Cokalis Education
- University of Melbourne
B. Eng (hon) / B. Sci (Physics, Electrical Engineering, Computer Engineering)
1993-1998 - Trinity Grammar 1987-1992
- Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning and Services)
Alex Cokalis Skills
- Investments
- Pension Funds
- Estate Planning
- High Net Worth Individuals
- Business Analysis
- Financial Advice
- Pensions
- Asset Management
- Financial Advisory
- Relationship Management
- Wealth Accumulation
- Income Protection
- Retirement Planning
- Wealth Management
- Investment Advisory
- Insurance
- Investment Strategies
- Buying
- Engineering
- Finance
- Retirement
- Business Development
- Portfolio Management
- Financial Analysis
- Risk Management
- Wealth Management Services
- Services
- Retail Banking
- Wealth
- Mobile Devices
- Financial Services
- Life Insurance
- Strategic Financial Planning
- Mortgage Lending
- Banking
- 3g
- Selling
- Critical Illness
- Superannuation
- Credit
- Planning
- Financial Planners
- Debt Management
- Financial Risk
- Financial Planning
- Personal Financial Planning
- Underwriting
- Business Relationship Management
Alex Cokalis Summary
- Alex Cokalis, based in Kew, VIC, AU, is currently a Principal Financial Advisor at iPartner Financial Solutions. Alex Cokalis brings experience from previous roles at Bridges Financial Services, AMP, Bankwest and ANZ. Alex Cokalis holds a 1993 - 1998 B. Eng (hon) / B. Sci in Physics, Electrical Engineering, Computer Engineering @ University of Melbourne. With a robust skill set that includes Investments, Pension Funds, Estate Planning, High Net Worth Individuals, Business Analysis and more. Alex Cokalis has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Alex Cokalis?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co