Director – B.Ec, DIP.F.P

Alex is a director of Econ Financial Services, with over 18 years’ experience working in the financial services industry. He assumed a role as a financial adviser to pursue his interest in equity and capital investment markets, specialising in the area of Self-Managed Superannuation.

An established member of staff, Alex leads a team who are committed to providing our clients with superior customer service and financial advice.

Our in-house rugby league aficionado, Alex is a keen Wests Tigers fan.

Financial Adviser – B.Com, M.Com, Grad Cert FP, CA

A veteran of the Economos group, Alfred began his career providing taxation advice to clients, with particular expertise in Self-Managed Superannuation. Currently engaged as a Financial Adviser at EFS, his desire to deliver for his clients remains as strong as it was when he joined us.

Alfred is a certified Chartered Accountant who holds Bachelor and Master’s degrees in Commerce and a Graduate Certificate in Financial Planning.

He commands the knowledge and experience necessary to provide our clients with tax effective solutions on a daily basis.

Outside of the office, Alfred enjoys Tai Chi and mountain biking.

Director and Compliance Manager – B. Com, M. Bus, CA

George has been assisting clients meet their financial objectives for over 10 years. His passion for delivering superior customer service is beyond reproach and his focus on client satisfaction has seen the business grow steadily under his stewardship.

He leads a motivated team of planners and administration staff at Econ Financial Services and has responsibilities as Managing Director of Econ Financial Services as well as a Partner at Economos Chartered Accountants. Out of the office, George enjoys spending time with his family, and playing basketball and golf.

Areas of Expertise:

George also has experience in the following areas;

• Property Development and sub-division
• Commercial Fit-out and refurbishments
• Building and Construction and Construction Management
• Real Estate agencies

Operations Manager – B.Mgmt, Grad Dip.FP

Anna Gordon has worked in the financial services industry in many forms for over 20 years. After working for banks in co1mpliance and project management she saw the light when she started working with clients in financial planning practices. She enjoys being on the wild ride that is financial services and all the changes that occur and making sure Econ Financial Services is ahead of the curve.

On weekends you can usually find her out and about walking her greyhound or cooking slow-cooked dinners for family and friends.

Client Service Administrator

Rachel works closely with the Advisers with the objective for providing premium customer service and administrative support.

Outside the office, Rachel is a keen foodie and enjoys cooking, hosting dinner parties and spending time with family and friends.

Rachel joined Econ Financial services in April 2022

Client Service Administrator

Vera has recently joined Econ Financial Services and is responsible for supporting the team and providing quality service to our clients.

Vera values close relationships with friends and family and makes it a priority to be a part of their lives. In addition to that, she also enjoys reading and the occasional skydive.