Financial Adviser · MEREWETHER, NSW

Alex O'loughlin

MEREWETHER, NSW
11 Years experience
Tax advice
authorised
ASIC Registered · ADV 000463001
Currently at
Merewether, NSW (firm address)

About Alex O'loughlin

Alex O'loughlin is a financial adviser based in Merewether, New South Wales, with 11 years of experience in the financial services industry since 2015. Alex is currently authorised under Ballingers Fp. Alex holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alex's qualifications include a Certified Financial Planner from FPA. Alex is a member of Financial Advice Association of Australia (FAAA).

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

2013
Bachelor of Commerce
University of Newcastle
2014
Diploma of Financial Planning
International Institute of Business
2020
Certified Financial Planner
FPA
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Aug 2014 - Present Current

Source: ASIC Financial Advisers Register