Alex Clunies-Ross
CFA
Financial Adviser
I aim to help clients build and protect wealth through clear, research-driven advice grounded in a genuine understanding of their goals, so they can invest with confidence and clarity.
Alex is a CFA charter holder with a decade of institutional buy-side investment research experience. Since moving to financial advice, he prides himself on bringing research-driven, quality-focused approach to helping clients build wealth. Alex is based in Toowoomba, where he lives with his wife and young family.
Investment Style
Alex's investment style favours high-quality businesses with durable competitive advantages, and long runaways for growth. Influenced by Howard Marks and Buffett, he emphasises first-principles analysis, valuation discipline, and second-level thinking. His institutional research background and CFA grounding underpin a patient, fundamentals-first approach.
Services and Specialties
Wealth Management
Investment Advice
Financial Planning
Retirement and Estate Planning
Superannuation Advice
Self-Managed Super Funds
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Chartered Financial Analyst (CFA)
Bachelor of Commerce
Associations
No items found.
Competencies
Securities
Generic
Financial Planning
Managed Investments
Superannuation
I am employed by Chalk Capital Pty Ltd which operates the business of Morgans Financial Limited - Toowoomba Chalk Capital. My employer remunerates me by way of salary. As a shareholder of Chalk Capital Pty Ltd, I may be entitled to a share of profits.
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