Financial Adviser · MIRANDA, NSW

Alex Scarfone

29 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000298857

Alex Scarfone is a financial adviser based in Miranda, New South Wales, with 29 years of experience in the financial services industry. Alex is currently authorised under Lifespan Financial Planning Pty Ltd. Alex 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 Certified Financial Planner from Financial Planning Association (FPA). Alex is a member of Financial Advice Association of Australia (FAAA), Financial Planning Association (FPA) - Certified Financial Planner and Financial Services Institute of Australasia (FINSIA).

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

1994

Associate Diploma in Business

TAFE NSW

2001

Certified Financial Planner

Financial Planning Association (FPA)

2001

Diploma of Financial Planning

Financial Planning Association (FPA)

2004

Diploma of Financial Services (Financial Planning)

Commonwealth Bank

2007

Firstchoice Margin Lending Assessment

Colonial First State

Registration History

Lifespan Financial Planning Pty Ltd

Mar 2020 - Present Current

Financial Wisdom Limited

Mar 2006 - Mar 2020 Ceased

Not authorised to provide personal advice on Securities

Source: ASIC Financial Advisers Register