Financial Adviser · MOSMAN, NSW

Alexander Michael Madgwick

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000242792

Alexander Michael Madgwick is a financial adviser based in Mosman, New South Wales, with 23 years of experience in the financial services industry. Alexander is currently authorised under Minchin Moore Private Wealth 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 Certified Financial Planner from Financial Advice Association of Australia. Alexander 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2003
Diploma of Financial Planning
Deakin University
2009
Certified Financial Planner
Financial Advice Association of Australia
2016
Life Risk Specialist
Financial Advice Association of Australia
2019
M640 Graduate Diploma of Financial Planning
Deakin University
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Feb 2016 - Present Current
SECURITOR FINANCIAL GROUP PTY LIMITED
Jul 2015 - Feb 2016 Ceased
Excludes Self Managed Superannuation Funds
SENTRY FINANCIAL PLANNING PTY LTD
Jan 2005 - Oct 2009 Ceased
GWM ADVISER SERVICES PTY LTD
Dec 2003 - Jan 2005 Ceased

Source: ASIC Financial Advisers Register