We are financial planners and advisors located in the inner city suburb of Fitzroy North in Melbourne. We proud to have been providing financial advice in Melbourne since 1989, and employ registered and experienced tax agents, finance brokers and financial planners to give you all the support you need.
We are a strong and committed team of industry experts at Aperio.
Approachable and always happy to help, our team offers all the financial services you need under the one roof. Our team often collaborate with our clients at various stages, in order to manage various aspects of their business or personal finances.
Alex helps you achieve investment and wealth creation. Beginning his career in 1987, Alex gained his advisors licence and has proudly broadened his extensive experience and knowledge of the sector to benefit and helps his clients reach their goals. Alex is qualified with a Diploma of Financial Planning and is a Certified Financial Planner™ with the Financial Planning Association of Australia. He’s also a sub-authorised representative of Aperio Financial Services. Alex knows and understands the fabric of this industry which can sometimes be quite overwhelming to the novices.
Alex’s passion and skilled expertise has since moved into special advice projects, including property and business development, where he helps to create opportunities for his clients. Alex acknowledges his contribution to his client’s financial future so researches calculate networks and negotiates with integrity and your best interests at the forefront of advice. You could easily fall into the pattern of calling Alex for advice and mentoring around many issues as he is open, honest and always happy to be of assistance. He is referred to by his team and clients as a ‘financial GPS’ as his gift is providing clear and concise direction and guidance.
A committed family man, Alex is kept quite busy with his brood of three boys. Heavily involved in their education and sport commitments, Alex understands the importance of family, the need to provide and plan for a family’s future. Alex believes that we all have similar goals and desires which are often around creating enough wealth to enjoy a comfortable lifestyle, whatever that looks like for you.
Alex has a Diploma of Financial Planning and is a Certified Financial Planner™ with the Financial Planning Association of Australia. He’s also a sub-authorised representative of Aperio Financial Services.
Marcus joined the team at Aperio in early 2012. Marcus commenced his financial planning career within the banking industry over 10 years ago of which 7 of those years were in Perth working as a Technical and Strategic coaching role for the banks financial planners.
Marcus has learnt to really appreciate and understand the importance of health, a support structure and the need for future financial planning and couldn’t be happier back in Melbourne where he is now around his family and friends.
His extensive experience within the banking sector has provided him with great knowledge of the financial planning landscape and most importantly learnt the essential requirement of anyone providing advice is to be open, really listen to the clients concerns, needs and desires. We know you will agree that he is pleasure to work with, as he is well respected in the industry for his professionalism, work ethic and integrity. Finding a more genuine being would be a challenge!
He is a member of the Financial Planning Association of Australia, and is currently completing his Certified Financial Planner designation with the Financial Planning Association of Australia.
Numbers, If Mahen were a character on TV, he’d be the Count from Sesame Street – he just can’t get enough of numbers. Mahen began his accounting career by teaching economics, after completing a Bachelor’s degree majoring in, yep, you guessed it , economics and a Bachelor of Education.
Passionate about helping individuals and families with their taxes, as well as small business accounting, Mahen then went on to complete his Advanced Diploma in Accounting, followed by a Master of Accounting (see what we mean about all those numbers?)
Now a Certified Practising Accountant (CPA), Mahen specialises in taxation and has recently chosen to hit the books once more to up his expertise in self-managed super funds.
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