About

Alex Trahair joined Fitzpatricks in January 2024, bringing with her over five years of experience in financial services.

Alex excels in overseeing her clients’ financial affairs, allowing them to concentrate on their personal interests and priorities. She is committed to building strong, trusted client relationships, ensuring that their financial strategies are aligned with their long-term goals.

In her role, Alex is dedicated to implementing the right structures and strategies tailored to her clients’ needs. She specialises in assisting clients who are nearing or in retirement, ensuring their income requirements are met and their wealth is strategically managed to align with their individual goals.

Alex holds a Bachelor of Financial and Marketing and a Graduate Diploma of Financial Planning.

Qualifications & Memberships

  • Bachelor of Finance and Marketing
  • Graduate Diploma of Financial Planning
  • Ethics and Professionalism in Financial Advice
  • Currently studying: SMSF Regulations and Taxation