Alex Naylor Email & Phone Number
Senior Financial Planner and Director @ Sift Wealth
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Alex Naylor Location
- Sydney, NSW, AU
Alex Naylor Work
- 2020 -now Senior Financial Planner and Director @
- 2020 -2025 Senior Financial Planner and Director @
- 2019 -2020 Senior Financial Planner @ Specialist Financial Solutions
- 2018 -2019 Head of Enterprise and Advice Solutions @
- 2017 -2019 Founding Team Member and Head of Partnerships @
- 2015 -2017 Financial Planner @
- 2014 -2015 Financial Planner @ AMP Horizons Financial Group
- 2013 -2014 Associate Advisor @
- 2012 -2013 Paraplanner @
- 2012 -2012 Insurance Consultant @
- 2012 -2012 Duty Manager @ Alberts Group
- 2010 -2012 Manager @ HOTEL ILLAWARRA
- 2008 -2010 Duty Manager @ Bowral Hotel
- 2007 -2009 Accountant - Tax and Audit @ Gillespies Chartered Accountants
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
- Risk Management
- Firefighting
- Life Insurance
- Bookkeeping
- Accounting
- Hotel Management
- Team Leadership
- Paraplanning
- Insurance
- Community Engagement
- Financial Literacy Training
- Team Management
- Budgets
- Strategy
- Pensions
- Leadership
- Income Protection
- SMSF
- Investment Advisory
- Protection
- Asset Allocation
- Critical Illness
- Financial Risk
- Debt Management
- Relationship Management
- Asset Management
- Managed Funds
- Financial Planning
- Putting Out Fires
- Budgeting
- Business Development
- Entrepreneurship
- Account Management
- Microsoft Excel
- Microsoft Office
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 and 1 mobile phone numbers on RocketReach.
Looking for a different Alex Naylor?
Find contact details for 700 million professionals.
Others Named Alex Naylor
Alex Naylor
Non Executive Director
United Kingdom
Alex Naylor
Senior Financial Planner and Director
Sydney, NSW, AU
Alex Naylor
Senior Customer Insight Manager
Oxford, GB
Alex Naylor
Product Manager
Waterloo, ON, CA
Alex Naylor
Director
Wilmslow, GB
Alex Naylor
Chief People Officer
Kirkby Overblow, GB
Top Sift Wealth Employees
Alex Naylor
Senior Financial Planner and Director
Sydney, NSW, AU
Joshua Merritt
Financial Planning Associate
Austinmer, NSW, AU
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co