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Alex Morris is Director and founding owner of Mammoth Financial. He is responsible for its growth and continual development through his vision, energy and passion for the industry. As a CERTIFIED FINANCIAL PLANNER™ professional and SMSF SPECIALIST ADVISOR™, he is responsible for the development and delivery of the innovative and tailored financial solutions to clients.

   

Having worked within larger financial institutions since 2000, Alex founded Mammoth Financial with the aim of building a boutique financial planning firm providing flexible, innovative and individually tailored solutions for our clients. Through his experience Alex has repeatedly found that lasting relationships based on mutual understanding and respect result in the best outcomes for clients.

   SMSF Association - Specialist Advisor

 

SMSF Association - SMSF Specialist Advisor, SMSF SPECIALIST ADVISOR™, SSA™ are marks owned by the SMSF Association Limited (SMSFA) and are awarded to individuals who successfully comply with all the initial and ongoing accreditation requirements of the SMSFA Specialist Accreditation Program. 

As director and employee of Mammoth, Alex is authorised as an individual representative and Mammoth is a corporate authorised representative of Millennium3 Financial Services Pty Ltd. Mammoth’s representative number is 312825 and Alex’s is 264069  

CFP®, CERTIFIED FINANCIAL PLANNER™ and     are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Association of Australia Limited is the marks licensing authority for the CFP Marks in Australia, through agreement with FPSB.

 

In addition to his passion for financial planning and helping clients fulfil lifelong objectives, Alex’s other passions include the outdoors, nature and wildlife, the beach as well as cycling, tennis and swimming. It is this passion for the outdoors that led to the selection of the business name, Mammoth Financial, as Alex seeks to minimise his personal and business impact on the environment as well personally experiencing as much as possible of what the natural environment has to offer.

Alex has a Bachelor of Commerce from the University of New South Wales and a Graduate Diploma of Financial Planning from the Securities Institute of Australia (now FINSIA). Alex also attained the industry's highest certification that can be awarded to a financial planner by completing the CFP® Certification Program from the Financial Planning Association in 2003. 

   
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Investing for Retirement - Middle Income

Investing for Retirement - Higher Income

Transition to Retirement (TTR) - Middle Income

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 A world without birds, without forests, without animals of every shape and size, would be one that I, personally, would not care to live in.

If you have enjoyed this book (and perhaps some of my other ones, as well) please remember that it was the animals that made them possible and made them amusing. They are the great voteless and voiceless majority who can only survive with our help.

It is up to everyone to try to prevent the awful desecration of the world we live in. I am doing what I can in the only way that I know, and I would like your support

Gerald Durrell

 
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