Lindsay James Felsenthal
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002821
- Location
- Melbourne VIC 3000
- Licensee
- Annex Wealth Advisory Pty Ltd (AFSL 504681)
- Authorised since
- 16 July 2020
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce, Deakin University (2008); Certified Financial Planner, FPA (2017); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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
- margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Lindsay James Felsenthal
On the Financial Advisers Register kept by ASIC, Lindsay James Felsenthal appears as a current financial adviser in Melbourne, Victoria, adviser number 001002821.
Lindsay provides advice as an authorised representative of Annex Wealth Advisory Pty Ltd, which holds Australian financial services licence 504681. That authorisation dates from 16 July 2020.
According to the register, Lindsay first provided financial advice in 2008. The qualifications listed for Lindsay include Bachelor of Commerce (Deakin University, 2008), Certified Financial Planner (FPA, 2017) and Ethics and Professionalism in Financial Advice (Kaplan, 2020). Lindsay is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
Lindsay 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.
A further restriction is recorded on the register: “margin lending.”
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Questions people ask
Is Lindsay James Felsenthal a registered financial adviser?
Yes. Lindsay James Felsenthal is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002821.
Which licensee does Lindsay James Felsenthal work under?
Annex Wealth Advisory Pty Ltd, Australian financial services licence 504681.
What can Lindsay James Felsenthal 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: "margin lending."