Financial Planner Profile

Name: Alexander Screen

Qualifications:

  • Advanced diploma of Financial Planning (2015)
  • Diploma of Financial Services – Financial Planning (2007)
  • (Postgraduate) Diploma of Education – Sciences/Math (1990)
  • Bachelors Degree – Chemistry/Bio Chemistry (1983-89)

At Exact Solutions, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.
Since we opened in 2017, Exact Solutions has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.

Our clients appreciate the time and care we take to really understand their situation, goals, and dreams.

They are happy to refer their family and friends because they know that everything we say or do has their best interests as the overall driving motivation, and that our skills are being used to serve our client’s needs.

  • We specialise in helping our clients grow wealth both through investment, debt reduction, and in careful cashflow control.
  • We enable clients to efficiently prepare for retirement – both transitioning from employment and by setting up a profitable exit strategies from small business enterprises.
  • We help clients protect their wealth so that they can enjoy both their spare time and their retirement to the fullest regardless of the challenges life throws our way.
  • Our clients value the ongoing care and planning that we apply to enable them to achieve their family, travel, education, and business goals.

We do this by listening to you, understanding you and considering your circumstances. We then help you to establish goals, understand your financial planning options, implement a strategy, and enjoy your life.

We know financial advice is as much about lifestyle and relationships as it is about money – that’s why we pride ourselves on providing long-term, holistic advice. Our clients are so happy with our service, they refer their friends and family to us.

More About Alex:

Alex has had wide and varied experiences, which prepare him to have an excellent overall view of your situation, your goals, and the possibilities in your life…including representing our country in sporting competition, travelling/working across the world for extended periods, raising a family, and running small businesses.

Whether your goals lie in personal, financial, in business, or recreational fields, Alex is uniquely prepared to listen, comprehend your preferred direction, help you to analyse all the possibilities, and show you the tools available to bring your dreams to fruition

Financial Planning Services:

  • Superannuation
  • Retirement planning
  • Investments, including savings plans
  • Approved ASX listed investments within the
    ASX 200
  • Personal insurance
  • Budget and cash flow planning
  • Debt management
  • Business insurance

  

  • Centrelink / DVA
  • Aged care
  • Ownership and structures (e.g. discretionary
    and family trusts)
  •  Portfolio review
  • Estate planning
  • Ongoing advisory services
  • Referrals to specialists (eg accountants,
    solicitors)