Alexander Cheng
Financial Adviser in Willetton, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000311104
- Location
- Willetton WA 6155
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 30 May 2018
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2008); Bachelor of Commerce with First Class Honours, University of Western Australia (2008); Self Managed Superannuation Funds, Kaplan Professional Education (2010); Margin Lending and Geared Investments, Kaplan Professional Education (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Alexander Cheng
Alexander Cheng is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Willetton, Western Australia (adviser number 000311104).
The licensee Alexander advises under is Consultum Financial Advisers Pty Ltd (AFS licence 230323). That authorisation dates from 30 May 2018.
According to the register, Alexander first provided financial advice in 2007. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Tribeca, 2007), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2008) and Bachelor of Commerce with First Class Honours (University of Western Australia, 2008). 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 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 Alexander Cheng a registered financial adviser?
Yes. Alexander Cheng is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000311104.
Which licensee does Alexander Cheng work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Alexander Cheng 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.