Financial Adviser
· NEWCASTLE WEST, NSW
Alan Ross Spicer
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000324474
Alan Ross Spicer is a financial adviser based in Newcastle West, New South Wales, with 10 years of experience in the financial services industry. Alan is currently authorised under Merit Wealth Pty Ltd. Alan holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Newcastle. Alan is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce
University of Newcastle
2005
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2010
SMSF Specialist Advisor
SMSF Association
2016
Certified Practicing Accountant (CPA)
CPA Australia
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education