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.

We would like to introduce you to our team.

 
memeber

Alex Screen

Principal, Financial Adviser

B. App.Sc.,Dip. Ed., ADFP, DipFS(FP), AFP®

Alex Screen

memeber.gif

Alex Screen

Principal, Financial Adviser

B. App.Sc.,Dip. Ed., ADFP, DipFS(FP), AFP®

I have worked in the Financial Services Industry since 2007 after previously having careers in Chemistry, Teaching, and Manafacturing.

As a result I have an in-depth view of a wide range of workplace situations and the challenges associated with SME’s as well as those employed by larger organizations.

I hold a Bachelor’s degree in Applied Science, Graduate Diploma of Education, and Advanced Diploma of Financial Services (Financial Planning).

I am a Financial Planner AFP® with the Financial Planning Association of Australia.

This experience, qualifications, professional affiliation, and a deep desire to put my clients in an improved situation ensure I am uniquely positioned to provide personalised advice to help clients achieve their financial goals including provision of advice in the areas of Investment, Transition to Retirement, Business Succession Planning, Retirement Planning, Aged Care Advice, Personal and Business Insurances.

Advice I specialise in
  • Retirement planning
  • Financial planning
  • Banking solutions
  • Investment planning
  • Superannuation
General advice I provide
  • Small business advice
  • Estate planning