Financial Adviser
· WILLETTON, WA
Alexander Cheng
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000311104
Alexander Cheng is a financial adviser based in Willetton, Western Australia, with 19 years of experience in the financial services industry. Alexander is currently authorised under Consultum Financial Advisers 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 Bachelor of Commerce with First Class Honours from University of Western Australia. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Tribeca
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2008
Bachelor of Commerce with First Class Honours
University of Western Australia
2010
Self Managed Superannuation Funds
Kaplan Professional Education
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education