As Director and Co-Founder of AGS Financial Group, Alex Berlee has been helping clients achieve financial security since 1997. Alex is a Certified Financial Planner® with qualifications including a Bachelor of Economics and Diploma of Financial Planning. His expertise spans investment strategies, superannuation, and retirement planning, with a particular focus on high-income executives and clients preparing for life after work.
What Alex enjoys most about his role is seeing the long-term impact of financial advice on his clients’ lives. Many have been with him for decades, and he finds great satisfaction in reflecting on the progress they’ve made together. Clients often value his ability to explain complex strategies in a clear and practical way, giving them confidence in their decisions. This translates into Alex’s business roles in conducting webinars, financial planner mentoring, and client communications.
At AGS, Alex believes clients benefit from the group’s ability to provide a complete financial service under one roof, covering planning, accounting, and mortgage advice. This integrated approach ensures that every aspect of a client’s financial life is aligned and working toward their goals.
Away from the office, Alex enjoys spending time with his wife and two sons. They especially love family trips to the snow for skiing and snowboarding.
Alex remains committed to helping clients create clarity, build wealth, and enjoy peace of mind about their financial future.