Financial Adviser · CAULFIELD, VIC

Alex Braun

43 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000262363

Alex Braun is a financial adviser based in Caulfield, Victoria, with 43 years of experience in the financial services industry. Alex is currently authorised under Lifespan Financial Planning Pty Ltd. Alex 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 Diploma of Financial Services(Distribution) from Deakin Financial Services Pty Ltd. Alex 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

Restrictions: The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

1989

Personal and Business Insurance Sales Skills

Australian Lifewriters Association

1990

Disability Income Sales Skills

Australian Lifewriters Association

2002

Diploma of Financial Services(Distribution)

Deakin Financial Services Pty Ltd

Registration History

Lifespan Financial Planning Pty Ltd

Mar 2024 - Present Current

The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

AFFINIA FINANCIAL ADVISERS PTY LTD

May 2016 - Mar 2024 Ceased

Not Authorised for SMSF

GUARDIANFP PTY LIMITED

Dec 2003 - May 2016 Ceased

Superannuation excludes SMSF Advice

Source: ASIC Financial Advisers Register