Financial Adviser · NARRE WARREN, VIC

Alex Peter Kiss

27 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001003801

Alex Peter Kiss is a financial adviser based in Narre Warren, Victoria, with 27 years of experience in the financial services industry. Alex is currently authorised under Capstone 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 Bachelor of Commerce from University of Newcastle. 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: This authorised representative is only authorised to give class of product advice in relation to Securities.

Authorised to provide tax financial advice services

Qualifications and Training

1997

Bachelor of Commerce

University of Newcastle

2002

Graduate Diploma in Financial Planning

Securities Insitute

Registration History

Capstone Financial Planning Pty Ltd

Mar 2020 - Present Current

This authorised representative is only authorised to give class of product advice in relation to Securities.

Commonwealth Financial Planning Limited

Oct 2003 - Jan 2020 Ceased

Not authorised to provide personal advice on Securities, Standard Margin Lending.

Source: ASIC Financial Advisers Register