Alex Heathcote

Professional Overview

Alex joined the O’Brien’s team in June 2023. She is experienced in financial planning support, specialising in the preparation, implementation and ongoing management of strategic financial advice.

With a focus on accuracy, compliance and client outcomes, Alex translates adviser strategies into clear, well-structured advice documents and efficiently implements recommendations across a range of platforms. Alex supports the delivery of high-quality, client-focused advice in line with O’Brien’s holistic approach to financial wellbeing.

Qualifications & Experience

• Bachelor of Commerce (Majoring in Financial Management)
• Experienced in advice preparation and implementation, complex strategy support, product administration and compliance.

Personal Approach

With a strong commitment to precision and consistency, Alex believes that well-written advice is essential to positive client outcomes and long-term trust.

She takes pride in partnering closely with advisers to ensure advice is clearly articulated, technically sound and implemented efficiently, providing clients with confidence at every stage of the advice process.

Beyond the Desk

Outside of work, Alex enjoys board games and spending time with friends, which helps to maintain balance and a focused, solutions-driven mindset.