Financial Adviser
· SYDNEY, NSW
Alexander William Naylor
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000445419
Alexander William Naylor is a financial adviser based in Sydney, New South Wales, with 13 years of experience in the financial services industry. Alexander is currently authorised under Consultum Financial Advisers 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 Bachelor Commerce (Accountancy Financial Planning) from University of Wollongong. 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
2013
Bachelor Commerce (Accountancy Financial Planning)
University of Wollongong
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
GWM ADVISER SERVICES PTY LTD
APOGEE FINANCIAL PLANNING PTY LTD
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
BW FINANCIAL ADVICE PTY LIMITED
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register