Morris Alexander Email & Phone Number
Senior Financial Advisor @ Iconic Wealth Advisory Services (IWAS)
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Morris Alexander Location
- Sydney, NSW, AU
Morris Alexander Work
- Senior Financial Advisor @ (August 2025 - Present)
- Financial Advisor @ (December 2020 - August 2025)
- Portfolio Analyst @ (January 2018 - December 2020)
- Equity Research Analyst @ The Way of the Wizard Investments (June 2015 - January 2018)
- Business Analyst @ (February 2013 - June 2015)
- Junior Business Analyst @ (March 2012 - February 2013)
- NSW Area Manager @ Body Pro Limited (May 2009 - March 2012)
Morris Alexander Education
- Kaplan Professional
Graduate Diploma of Financial Planning (Financial Planning and Services)
2022-2023 - Kaplan Professional
Associate’s Degree (Advanced Diploma of Financial Planning (ADFP-RG 146))
2015-2016 - Western Sydney University
Bachelor’s Degree (Applied Finance/Economics)
2010-2013 - SMSF Association (SMSF)
SMSF Specialist Advisor™ (Financial Planning and Services)
2022
Morris Alexander Skills
- Stock Management
- Stock Trading
- Wealth Management
- Australian Equities
- Portfolio Management
- Asset Management
- Financial Planning
- Financial Risk
- Asset Allocation
- Stock Market Analysis
- Business Development
- Investment Banking
- Market Analysis
- Alternative Dispute Resolution
- Sales Process
- Investment Strategies
- Strategic Communications
- Equity Trading
- Foreign Exchange (FX) Trading
- Emotional Intelligence
- Financial Advisory
- Project Portfolio Management
- Mergers & Acquisitions
- Investments
- Client Rapport
- Derivatives Trading
- Finance
- Risk Management
- Customer Service
- Foreign Exchange Fx Trading
- Management
- Mergers and Acquisitions
- Foreign Exchange Trading
Morris Alexander Summary
- Morris Alexander, based in Sydney, NSW, AU, is currently a Senior Financial Advisor at Iconic Wealth Advisory Services (IWAS). Morris Alexander brings experience from previous roles at Bell Partners, Partners Wealth Group, The Way of the Wizard Investments and NAB. Morris Alexander holds a 2022 - 2023 Graduate Diploma of Financial Planning in Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Stock Management, Stock Trading, Wealth Management, Australian Equities, Portfolio Management and more. Morris Alexander has 1 mobile phone numbers on RocketReach.
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