Alex Heathcote

Client Services Officer

About Alex

As a key member of our Client Services team, Alex works within our Financial Planning team supporting our Advisors to efficiently manage a diverse range of compliance tasks and client correspondence. Alex’s efficiency and attention to detail ensure our Advisors deliver a high level of client service.

Alex has strong customer service and support administration experience and skills having previously worked in an administrative customer care role with a leading e-commerce retail company.


  • Bachelor of Commerce (Financial Management)