Alexander John Screen
Financial Adviser in Mornington, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000469530
- Location
- Mornington VIC 3931
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 15 December 2020
- First provided advice
- 2007
- Qualifications
- Bachelor of Applied Science Biochemistry/Chemistry, Swinburne Institute of Technology (1989); Diploma of Financial Services (Financial Planning), Mentor Education (2007); Accredited Listed Product Adviser Program, Kaplan Professional (2015); Advanced Diploma of Financial Planning, Mentor Education (2015); Self Managed Superannuation Fund, Kaplan Professional (2020)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Alexander John Screen
Alexander John Screen is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mornington, Victoria (adviser number 000469530).
The licensee Alexander advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 15 December 2020.
According to the register, Alexander first provided financial advice in 2007. The qualifications listed for Alexander include Bachelor of Applied Science Biochemistry/Chemistry (Swinburne Institute of Technology, 1989), Diploma of Financial Services (Financial Planning) (Mentor Education, 2007) and Accredited Listed Product Adviser Program (Kaplan Professional, 2015). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Alexander is authorised to advise 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 John Screen a registered financial adviser?
Yes. Alexander John Screen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000469530.
Which licensee does Alexander John Screen work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Alexander John Screen 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.