Adam Alexander

“Turning complexity into clarity is what I do best. I enjoy helping people feel confident and supported in the financial decisions that shape their future.”

Adam Alexander is an experienced paraplanner with over a decade in the financial services sector, bringing technical precision and analytical insight to his role as Planning Associate at Modoras. His career began with Westpac and later Macquarie Bank, where he developed a strong foundation in client service, banking, and financial strategy. Since transitioning into paraplanning, Adam has supported financial advisers across boutique and national firms with complex data modelling, strategic analysis, and advice preparation.

Adam specialises in breaking down complex financial strategies into clear, practical solutions. His expertise includes modelling, compliance testing, and building scalable advice frameworks that directly enhance client outcomes. With a background in both institutional and boutique environments, he understands the importance of balancing technical excellence with operational efficiency.

Adam is passionate about empowering clients through thoughtful, evidence-based financial advice. He enjoys the problem-solving aspect of paraplanning and takes pride in producing advice that helps clients make informed, confident decisions about their financial future.

Though often behind the scenes, Adam approaches each strategy with the end client in mind. He believes that great advice starts with clarity, and his work reflects a commitment to simplicity, accuracy, and outcomes that truly support long-term goals.

Adam enjoys playing golf and stargazing with his wife—activities that combine precision with perspective, much like his approach to financial strategy.