Everest Wealth
Alexander Luck is a seasoned financial professional with extensive experience spanning over a decade. Currently serving as a Financial Adviser at Everest Private Wealth since August 2018, Alexander has previously held roles as a Financial Advisor at Financial Framework and A & T Financial Advisers, and as an Accountant at Athans & Taylor Joondalup. Alexander's academic background includes dual degrees from The University of Western Australia, a Bachelor of Economics in International Business and a Bachelor of Commerce with a focus on Accounting and Finance, both earned between 2007 and 2011.
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Everest Wealth
At our core, Everest Wealth is a Financial Life Management Company with a strong desire to help our clients live richly (not die rich). We focus on what drives you, your values and how we can relate this into your financial life, without taking any unnecessary risks. We are based in Western Australia, however have clients all over Australia due to our great connections with the My Millenial Money & She's on the Money podcast teams. Our passion is assisting millenials & medicos to go further with their money. Visit our website where you can book an initial 15 minute phone call with one of our Advisers to take the first step in your financial journey! We specialise in: - Investments - Superannuation - Insurance - Estate Planning - Cashflow and Budgeting