Financial Adviser
· SPRING HILL, QLD
Alexander Jeffrey Colefax
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000305751
Alexander Jeffrey Colefax is a financial adviser based in Spring Hill, Queensland, with 20 years of experience in the financial services industry. Alexander is currently authorised under Beryllium 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 of Commerce (Financial Planning and Investments) from Griffith University. Alexander is a member of FBAA - Finance Brokers Association of Australia.
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
2002
Bachelor of Commerce (Financial Planning and Investments)
Griffith University
2017
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
Registration History
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