Alex Naylor Location
Sydney, NSW, AU
Alex Naylor Work
- 2020 - now Senior Financial Planner and Director @ Sift Wealth
- 2020 - 2025 Senior Financial Planner and Director @ SFGAdvice
- 2019 - 2020 Senior Financial Planner @ Specialist Financial Solutions
- 2018 - 2019 Head of Enterprise and Advice Solutions @ Grow Super
- 2017 - 2019 Founding Team Member and Head of Partnerships @ Grow Super
- 2015 - 2017 Financial Planner @ Sydney Financial Planning
- 2014 - 2015 Financial Planner @ AMP Horizons Financial Group
- 2013 - 2014 Associate Advisor @ WealthPartners Financial Solutions
- 2012 - 2013 Paraplanner @ Fenton & Associates
- 2012 - 2012 Insurance Consultant @ BT Financial Group
Alex Naylor Education
- Kaplan Professional
Self Managed Super Fund Accreditation
2016 - 2016 - University of Wollongong
Bachelor of Commerce, Accounting & Financial Planning
2009 - 2013 - Oxley College
HSC, Business Studies & Economics
2001 - 2007
Alex Naylor Skills
- Strategic Financial Planning
- Investments
- Superannuation
- Estate Planning
- Wealth Accumulation
- Retirement Planning
- Investment Strategies
- Tax Planning
- Wealth Management
- Portfolio Management
Alex Naylor Summary
Alex Naylor, based in Sydney, NSW, AU, is currently a Senior Financial Planner and Director at Sift Wealth. Alex Naylor brings experience from previous roles at SFGAdvice, Specialist Financial Solutions and GROW Inc. Alex Naylor holds a 2016 - 2016 Self Managed Super Fund Accreditation @ Kaplan Professional. With a robust skill set that includes Strategic Financial Planning, Investments, Superannuation, Estate Planning, Wealth Accumulation and more. Alex Naylor has 2 emails on RocketReach.
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Non Executive Director at Utility Bidder LTD
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