Financial Adviser
· SOUTH BRISBANE, QLD
Alexander Menzie
No disciplinary history on record with ASIC
SOUTH BRISBANE,
QLD
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003068
Alexander Menzie is a financial adviser based in South Brisbane, Queensland, with 15 years of experience in the financial services industry since 2011. Alexander is currently authorised under Medical Financial. Alexander holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alexander's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). 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
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Business
University of Tasmania
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2015
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register