Financial Adviser
· ASHGROVE, QLD
Alan Lake
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000248442
Alan Lake is a financial adviser based in Ashgrove, Queensland, with 28 years of experience in the financial services industry. Alan is currently authorised under Mawson Wealth Pty Limited. Alan 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 of Commerce from University of Western Sydney. Alan is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SSA SMSF Specialist Accreditation (SPAA).
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
1998
Bachelor of Commerce
University of Western Sydney
1999
Advanced Diploma of Financial Planning
FPA
2010
SMSF Specialist Advisor (SSA)
SMSF Association
2019
ACS Accredited Aged Care Professional
Aged Care Steps
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
A.C.N. 133 593 012 PTY LTD
AFFINIA FINANCIAL ADVISERS PTY LTD
Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register