About Us
Our company, our people and how to contact us.
About US
Forge Wealth Management’s experienced professionals can provide you with valuable advisory services based on your financial and lifestyle needs. Our unique approach to financial planning and Wealth Management means we always put you as our client first.
The truth of our service is that long term relationships are at the heart of what we do and we pride ourselves on delivering a holistic financial planning service.
Our aim is to help all of clients irrespective of experience or financial capacity deal with the day to day time constraints and pressures of working, bringing up families and getting ahead in life both personally and financially.
As a privately owned professional practice, we have the ability to compare investment across the market and recommend the strategies & instruments that will help you achieve financial success in the safest, most efficient and cost effective manner possible.
Whether you are just getting started with controlling your finances or need specialised tax financial planning and portfolio management we have the experience and solutions to help you achieve your goals.
Alex Tickle - Director & Principal Adviser
Fellow Chartered Financial Practitioner
AbouT ME
I’m passionate about helping busy Australians achieve their personal aspirations through providing strategic advice combined with state-of-the-art client technology that puts my clients on the path to financial success.
During my years in the finance industry, I’ve come to recognise that the best way forward for our clients is no longer solely about being client-centric with our services. Throughout the advice process I also aim to educate my clients thus empowering them to enact real, lasting and positive change. True financial success is achieved by our clients when we make their financial world clear, understandable and easily accessible.
Through our engaging client process I recommend the actions needed for each personal situation, deliver a tailored strategy whilst keeping clients accountable for their actions and outcomes. This frees up my clients to focus on what is really important to them in life.
My experience ranges from young couples getting a handle on their finances, to family planning, debt management, advanced tax financial planning strategies, investment planning and portfolio management.
eDUCATION & Experience
Fellow Chartered Financial Practitioner – AFA & Kaplan
AFA Practitioner Member
Member of the Tax Practitioners Board
SMSF Specialist
Securities and Margin Lending
Portfolio Construction and Management
Advanced Diploma of Financial Planning
Alex Tickle is an Authorised Representative of Synchron for financial planning services AFS Licence 243313
oUTSIDE OF fORGE WEALTH MANAGEMENT
I work hard to maintain an active lifestyle - be it through snowboarding on winter getaways, playing Rugby Union with my local team or simply getting to the gym. I enjoy travelling with my wife internationally as well as domestically, with a few favourite closer-to-home retreats including an escape to wine country or the occasional weekend at the farm.
