Financial Adviser
· MELBOURNE, VIC
Alexander James Kelsey
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001246543
Alexander James Kelsey is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry. Alexander is currently authorised under The Advice Exchange 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 Advanced 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
2012
Diploma of Financial Services (Financial Planning)
Kaplan
2015
Advanced Diploma of Financial Planning
Kaplan
2025
Ethics & Professionalism
Ethics - Kaplan
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
MAGNITUDE GROUP PTY LTD
Excluding Self Managed Super Funds
Source: ASIC Financial Advisers Register