Financial Adviser · CASTLE HILL, NSW

Alexander Donald Barnett

26 Years experience

Tax advice
authorised

Currently at

Castle Hill, NSW

View firm profile

ASIC Registered · ADV 000231011

Alexander Donald Barnett is a financial adviser based in Castle Hill, New South Wales, with 26 years of experience in the financial services industry. Alexander is currently authorised under Metriscope Financial Pty Ltd. Alexander 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 RG 146 Competencies (DFP1-DFP4, CFPB and Practical Knowledge Exam) from FPA Australia. Alexander is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1981

Bachelor of Commerce (Accounting Finance and Systems)

The University of New South Wales

2000

RG 146 Competencies (DFP1-DFP4, CFPB and Practical Knowledge Exam)

FPA Australia

2010

Margin Lending and Geared Investments

Kaplan

Registration History

Metriscope Financial Pty Ltd

Jul 2016 - Present Current

Alpha Investment Management Pty Ltd

Jan 2012 - Jul 2016 Ceased

Direct Equities - excludes Direct Equities advice

Futuro Financial Services Pty Ltd

Feb 2006 - Oct 2011 Ceased

Source: ASIC Financial Advisers Register