Financial Adviser
· WEST PERTH, WA
Alex James Wilson
No disciplinary history on record with ASIC
WEST PERTH,
WA
Tax advice
authorised
authorised
ASIC Registered · ADV 001322650
About Alex James Wilson
Alex James Wilson is a financial adviser based in West Perth, Western Australia. Alex is currently authorised under Capital Partners Consulting. Alex holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alex's qualifications include a Graduate Diploma of Financial Planning AQF8 from Kaplan.
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
2024
Graduate Diploma of Financial Planning AQF8
Kaplan
2026
FPE020 SMSF Regulations and Taxation
Kaplan
2026
Tier 1 Margin Lending
Other - Kaplan