Financial Adviser
· BAR BEACH, NSW
Alexandra Jane Trahair
No disciplinary history on record with ASIC
BAR BEACH,
NSW
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001297319
Alexandra Jane Trahair is a financial adviser based in Bar Beach, New South Wales, with 4 years of experience in the financial services industry since 2022. Alexandra is currently authorised under H & T Advisory Licensing, operating through Recherche Group. Alexandra holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alexandra's qualifications include a Bachelor of Finance from La Trobe University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2019
Bachelor of Finance
La Trobe University
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
Tax and Commercial Law for Financial Planning
Kaplan Higher Education
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education
2024
SMSF Regulation and Taxation
Kaplan Higher Education
Registration History
When transacting in Securities, must be Supervised by Damien Grist
Source: ASIC Financial Advisers Register