Meet Our Team
Alex Eades
Financial Adviser
Alex has been advising clients in the South West of WA since 2001 and is the director at Bay Wealth & Protection. He believes simplicity and care are at the core of the financial services he provides.
Alex completed the Fellow Chartered Financial Practitioner designation with the Association of Financial Advisers back in 2016. He has recently passed the required FASEA Exam Standard and is also a registered Tax (Financial) Adviser with the Tax Practitioners Board.
As a professional, Alex knows his role is about helping hardworking people make smart decisions with their money without confusion or worry.
“I want to advise and continually educate our clients, developing strategies by listening carefully to their goals and plans for the future. Listening properly is an essential form of respect between adviser and client.”
In his personal life, he enjoys football, basketball and cricket and has been actively involved in a number of community clubs and associations. When he’s not participating in sport, Alex is a keen fisherman and likes to make the most of the beautiful South West with family and friends.
Alex can be contacted on 0428 546 153.
Sharon Monk
Customer Support
Sharon completed her Advanced Diploma of Financial Planning in 2004, and has come back into the Financial Planning Industry after a break raising family and helping run the family business.
Sharon brings to the team an experience in Paraplanning and Financial Advising as well as an understanding of how to support people through the financial planning process and many years of business administration.
Sharon enjoys spending her time with her family, especially time with her new grandson, doing photography as well as being an active member of the art society.
Phil Heslewood
Adviser Support
Phil is second generation in the Financial Planning Industry bringing an understanding of the benefits of Financial Planning and has a passion for strategies, structures and cashflow modelling.
He completed a Bachelor of Commerce degree majoring in Financial Planning in 2015. Phil enjoys working with clients and is dedicated to providing excellence throughout the financial planning process.
In his spare time Phil has a lifelong dedication to soccer as well as enjoying time with his wife, son and their two retrievers.
