Financial Adviser
· BRIGHTON-LE-SANDS, NSW
Dennis Spiroski
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001249240
Dennis Spiroski is a financial adviser based in Brighton-le-sands, New South Wales, with 10 years of experience in the financial services industry. Dennis is currently authorised under Alegra Wealth Pty Ltd. Dennis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business from University of Western Sydney. Dennis is a member of Accredited Aged Care Professional.
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
2014
Bachelor of Business
University of Western Sydney
2016
Diploma of Financial Planning
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
2021
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register