Financial Adviser
· SOUTH YARRA, VIC
Alexander James Jamieson
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244428
Alexander James Jamieson is a financial adviser based in South Yarra, Victoria, with 23 years of experience in the financial services industry. Alexander is currently authorised under Aj Financial Planning 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 Master of Financial Planning from Kaplan Professional. Alexander 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
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Business
Victoria University
2013
Fellow Chartered Financial Practitioner
Association of Financial Advisers
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Exam Standard Certification
FASEA
2021
Master of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register