Alec Winter

Alec Winter is a financial adviser at Wealth Fundamentals with over a decade of experience in the banking and financial services industry. Financially well-rounded and dedicated, Alec has worked with clients from all walks of life, including high net worth individuals, pre-retirees, and  professionals. What sets Alec apart is his calm, down-to-earth nature, and his ability to break down complex financial concepts into clear, actionable advice.

Since joining Wealth Fundamentals in 2019, Alec has become known for his client-first philosophy. He believes that trust is at the heart of good financial advice, and he takes pride in building lasting relationships with his clients. Alec enjoys working with people through all stages of life — whether it’s helping young professionals manage debt and build wealth, guiding pre-retirees with superannuation strategies, or ensuring retirees have sustainable income streams to support their lifestyle. His goal is to give his clients the confidence they need to make informed decisions about their financial future.

Alec holds a Bachelor of Commerce in Finance and Economics, along with a Diploma and Advanced Diploma of Financial Planning, and is an accredited SMSF Adviser. While his qualifications are extensive, it’s his approachable and caring nature that resonates most with his clients. Alec takes the time to understand each person’s unique financial situation, ensuring that his advice is practical, tailored, and always in their best interest.

Outside of work, Alec enjoys travelling with his wife, having explored places like America, South-East Asia, and Japan. He’s passionate about learning from different cultures and bringing those experiences back to enrich his perspective. At home in Brisbane, you’ll often find Alec enjoying the simple pleasures — whether it’s trying out new restaurants, reading on his back deck, or spending time with his Golden Retriever, Jerry. Now a proud father, Alec balances his professional life with the joys of raising his son, Harvey.

Alec is the kind of adviser who genuinely cares about his clients’ success. He’s not just focused on transactions but on creating financial plans that lead to long-term, positive outcomes. With his expertise and approachable manner, Alec helps clients feel confident and in control of their financial journey.

QUALIFICATIONS

Bachelor of Commerce (Finance/Economics)
Diploma Financial Planning
Advanced Diploma Financial Planning
Accredited SMSF Adviser