Financial Adviser
· BURLEIGH HEADS, QLD
Alexander Charles Straker
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000293821
Alexander Charles Straker is a financial adviser based in Burleigh Heads, Queensland, with 21 years of experience in the financial services industry. Alexander is currently authorised under Ethical Planners 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 Advanced Diploma of Financial Planning from International Institute of Technology Pty Ltd (IIT).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2011
Margin Lending and Geared Investments
Kaplan
2012
Self Managed Superannuation Funds
International Institute of Technology
2013
Advanced Diploma of Financial Planning
International Institute of Technology Pty Ltd (IIT)
Registration History
SOLAR FINANCIAL ADVISORY PTY LTD
SENTINEL PRIVATE WEALTH PTY LTD
MDA servicesare restricted toLimitedAuthority toOperate services.One off licenseeapproval isrequired for allproducts whichare either not onthe approvedproduct list orDerivatives.
LONSDALE FINANCIAL GROUP PTY LTD
STRATEGIC PLANNING PARTNERS PTY LTD
WEALTHSURE PTY LTD
Source: ASIC Financial Advisers Register