Alexander Charles Straker
Financial Adviser in Burleigh Heads, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000293821
- Location
- Burleigh Heads QLD 4220
- Licensee
- Ethical Planners Pty Ltd (AFSL 505615)
- Authorised since
- 31 May 2018
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2005); Margin Lending and Geared Investments, Kaplan (2011); Self Managed Superannuation Funds, International Institute of Technology (2012); Advanced Diploma of Financial Planning, International Institute of Technology Pty Ltd (IIT) (2013)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Alexander Charles Straker
On the Financial Advisers Register kept by ASIC, Alexander Charles Straker appears as a current financial adviser in Burleigh Heads, Queensland, adviser number 000293821.
The licensee Alexander advises under is Ethical Planners Pty Ltd (AFS licence 505615). That authorisation dates from 31 May 2018.
The register records 2005 as the year Alexander first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Tribeca, 2005), Margin Lending and Geared Investments (Kaplan, 2011) and Self Managed Superannuation Funds (International Institute of Technology, 2012).
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.
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Questions people ask
Is Alexander Charles Straker a registered financial adviser?
Yes. Alexander Charles Straker is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000293821.
Which licensee does Alexander Charles Straker work under?
Ethical Planners Pty Ltd, Australian financial services licence 505615.
What can Alexander Charles Straker give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.