Alessandra Marie Forero Morales
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001267237
- Location
- Adelaide SA 5000
- Licensee
- William Buck Wealth Advisors (SA) Pty Ltd (AFSL 230637)
- Authorised since
- 1 September 2018
- First provided advice
- 2018
- Qualifications
- Graduate Diploma of Financial Planning, Kaplan (2023)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Alessandra Marie Forero Morales
On the Financial Advisers Register kept by ASIC, Alessandra Marie Forero Morales appears as a current financial adviser in Adelaide, South Australia, adviser number 001267237.
Alessandra provides advice as an authorised representative of William Buck Wealth Advisors (SA) Pty Ltd, which holds Australian financial services licence 230637. The current authorisation started on 1 September 2018.
According to the register, Alessandra first provided financial advice in 2018. The qualifications listed for Alessandra include Graduate Diploma of Financial Planning (Kaplan, 2023).
Alessandra is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Alessandra Marie Forero Morales a registered financial adviser?
Yes. Alessandra Marie Forero Morales is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267237.
Which licensee does Alessandra Marie Forero Morales work under?
William Buck Wealth Advisors (SA) Pty Ltd, Australian financial services licence 230637.
What can Alessandra Marie Forero Morales give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.