Financial Adviser · BATEMAN, WA

Alexander Isaac Woodgate

30 Years experience
Tax advice
authorised
ASIC Registered · ADV 000417191

Alexander Isaac Woodgate is a financial adviser based in Bateman, Western Australia, with 30 years of experience in the financial services industry. Alexander is currently authorised under Wealth Iq Group 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 Commerce (Financial Planning) from University of Western Sydney. Alexander is a member of Association of Independently Owned Financial Professionals (AIOFP) and 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1995
Bachelor of Economics
Murdoch University
2002
ASIC PS146 -Life Insurance
ITC
2002
Life Track
Lumley Life Limited
2007
Master of Commerce (Financial Planning)
University of Western Sydney
2011
Margin Lending & Geared Investments
Kaplan Education

Registration History

Oct 2024 - Present Current
Nov 2016 - Oct 2024 Ceased
NEO FINANCIAL SOLUTIONS PTY LTD
Aug 2016 - Nov 2016 Ceased
Apr 2014 - Aug 2016 Ceased

Source: ASIC Financial Advisers Register