About Us

Alexandra started her career in finance in 2006 and has been with Wilsons Advisory since 2017.

Why did you decide to make a career for yourself in financial services?

I’ve always loved the dynamic nature of global markets, and the fact that every day is different. Combining this with my love of managing money (this started at an early age – I was always the “banker” in Monopoly) and interacting with people has made wealth management an enjoyable career over the past eight years.

What is the most important lesson that you’ve learnt in your career to date?

Having started my career in wealth management mid-GFC, I learnt the importance of never delaying a difficult conversation with a client. Managing an individual’s wealth is an incredible responsibility, and being there through positive – and importantly negative – market movements builds a strong foundation of trust.

What are your proudest career achievements so far?

The proudest part of my career has been to see clients achieve their financial objectives so that they can alter the trajectory of their personal and professional lives. The flow-on effect into other areas of life from having financial peace of mind and an implicit trust in your investment adviser cannot be underestimated.