Alex Sapcas

Private Wealth Adviser at ANZ

Alex Sapcas is an experienced Private Wealth Adviser at ANZ, having held multiple roles since September 2017, including Associate Private Wealth Adviser and Financial Adviser. Responsibilities include client meetings, servicing an ongoing advice portfolio, and providing comprehensive financial strategies across various areas such as retirement planning and debt management. Prior experience at Future Assist included serving as Senior Adviser, focusing on complex financial strategies for high-net-worth clients, as well as roles as Financial Adviser and Client Manager. Alex's educational background includes a Bachelor of Commerce with a double major in Actuarial Studies and Finance from UNSW, along with multiple financial planning certifications from institutions such as Monarch Institute and Kaplan Professional. Active participation in the Financial Planning Association of Australia further underscores commitment to the profession.

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Sydney, Australia

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ANZ

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Australia and New Zealand Banking Group Limited provides a range of banking and financial products and services. The Company's segments include Australia; New Zealand; Institutional; Asia Retail & Pacific; Wealth Australia, and Technology, Services and Operations (TSO) and Group Centre.


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10,000+

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