Alex Braun
Financial Adviser in Caulfield, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000262363
- Location
- Caulfield VIC 3162
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 29 March 2024
- First provided advice
- 1983
- Qualifications
- Personal and Business Insurance Sales Skills, Australian Lifewriters Association (1989); Disability Income Sales Skills, Australian Lifewriters Association (1990); Diploma of Financial Services(Distribution), Deakin Financial Services Pty Ltd (2002)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Restriction
- The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About Alex Braun
On the Financial Advisers Register kept by ASIC, Alex Braun appears as a current financial adviser in Caulfield, Victoria, adviser number 000262363.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. The current authorisation started on 29 March 2024.
According to the register, Alex first provided financial advice in 1983. The qualifications listed for Alex include Personal and Business Insurance Sales Skills (Australian Lifewriters Association, 1989), Disability Income Sales Skills (Australian Lifewriters Association, 1990) and Diploma of Financial Services(Distribution) (Deakin Financial Services Pty Ltd, 2002). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF).”
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Questions people ask
Is Alex Braun a registered financial adviser?
Yes. Alex Braun is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000262363.
Which licensee does Alex Braun work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Alex Braun 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. It also records this restriction: "The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)."