Alex Scarfone
Financial Adviser in Miranda, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000298857
- Location
- Miranda NSW 2228
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 23 March 2020
- First provided advice
- 1997
- Qualifications
- Associate Diploma in Business, TAFE NSW (1994); Certified Financial Planner, Financial Planning Association (FPA) (2001); Diploma of Financial Planning, Financial Planning Association (FPA) (2001); Diploma of Financial Services (Financial Planning), Commonwealth Bank (2004); Firstchoice Margin Lending Assessment, Colonial First State (2007)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner; Financial Services Institute of Australasia (FINSIA)
- 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 Alex Scarfone
Alex Scarfone is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Miranda, New South Wales (adviser number 000298857).
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. The current authorisation started on 23 March 2020.
According to the register, Alex first provided financial advice in 1997. Qualifications and training on file include Associate Diploma in Business (TAFE NSW, 1994), Certified Financial Planner (Financial Planning Association (FPA), 2001) and Diploma of Financial Planning (Financial Planning Association (FPA), 2001). Alex is recorded as a member of Financial Advice Association of Australia (FAAA), Financial Planning Association (FPA) – Certified Financial Planner and Financial Services Institute of Australasia (FINSIA).
The authorisation covers advice 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 Alex Scarfone a registered financial adviser?
Yes. Alex Scarfone is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000298857.
Which licensee does Alex Scarfone work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Alex Scarfone 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.