Financial Adviser
· SURFERS PARADISE, QLD
Alexander Mcwilliams
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001266231
Alexander Mcwilliams is a financial adviser based in Surfers Paradise, Queensland, with 8 years of experience in the financial services industry. Alexander is currently authorised under True Wealth Financial Group 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 Graduate Diploma of Financial Planning from Kaplan.
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
2017
Marketing
Griffith University
2017
Real Estate & Property Development
Griffith University
2019
Diploma of Financial Planning
Monarch Institute
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
TRADE WIND FINANCIAL SERVICES PTY LTD
OLIVE FINANCIAL MARKETS PTY LTD
Source: ASIC Financial Advisers Register