Financial Adviser · KIAMA, NSW

Alexander Murray Mcadam

20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000298301

Alexander Murray Mcadam is a financial adviser based in Kiama, New South Wales, with 20 years of experience in the financial services industry. Alexander is currently authorised under Count Financial Limited. 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 Bachelor of Commerce (Finance) from University of Wollongong.

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

1999
Bachelor of Commerce (Finance)
University of Wollongong
2008
Graduate Diploma of Financial Planning
FINSIA
2018
Self-Managed Super Funds
Integrity Education Group

Registration History

Nov 2023 - Present Current
AFFINIA FINANCIAL ADVISERS PTY LTD
Dec 2018 - Nov 2023 Ceased
Not authorised for Standard Margin Lending Facility
May 2016 - Dec 2018 Ceased
Not authorised to provide personal advice on Standard Margin Lending.
Nov 2012 - Jun 2018 Ceased
Not authorised to provide personal advice on Standard Margin Lending.
Nov 2012 - May 2016 Ceased
Not authorised to provide personal advice on SMSF; Standard Margin Lending.
Jun 2007 - Oct 2012 Ceased

Source: ASIC Financial Advisers Register