Financial Adviser
· NEWCASTLE, NSW
Alexander Michael Herbert
No disciplinary history on record with ASIC
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001289371
Alexander Michael Herbert is a financial adviser based in Newcastle, New South Wales, with 5 years of experience in the financial services industry. Alexander is currently authorised under Australian Financial Advisory Solutions 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 Master of Financial Planning from Kaplan Professional. Alexander is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2009
Bachelor of Business
University of Queensland
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Professional
2022
SMSF Specialist Advisor
SMSF Association
2025
Margin Lending Accreditition
Kaplan Professional
2025
Master of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register