Financial Adviser · PORT ADELAIDE, SA

Alexander John Uszynski

13 Years experience

Tax advice
authorised

Currently at

Port Adelaide, SA

View firm profile

ASIC Registered · ADV 000454401

Alexander John Uszynski is a financial adviser based in Port Adelaide, South Australia, with 13 years of experience in the financial services industry. Alexander is currently authorised under Finplan Advice 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 Applied Finance from University of South Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Advice on Superannuation excludes Self Managed Superannuation structures and setup only

Authorised to provide tax financial advice services

Qualifications and Training

2012

Bachelor of Applied Finance

University of South Australia

2020

Financial Adviser Exam

FASEA

2024

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Finplan Advice Pty Ltd

Nov 2019 - Present Current

Advice on Superannuation excludes Self Managed Superannuation structures and setup only

POYNTER HARGRAVES FINANCIAL CONSULTANTS PTY LTD

Jun 2019 - Jul 2019 Ceased

Ri Advice Group Pty Ltd

Mar 2018 - May 2019 Ceased

Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.

National Australia Bank Limited

May 2016 - Feb 2018 Ceased

Akumin Financial Planning Pty Limited

Mar 2014 - Apr 2016 Ceased

MDA services are 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.

Akumin Financial Planning Pty Limited

May 2013 - Mar 2015 Ceased

Source: ASIC Financial Advisers Register