Lyle Evan Alexis Filer
Financial Adviser in Cairns North, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000438486
- Location
- Cairns North QLD 4870
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 5 April 2023
- First provided advice
- 2013
- Qualifications
- Australian Tax Law for Tax Agents Course, International Institute of Technology (2017); Commercial Law for Tax Agents Course, International Institute of Technology (2017); Diploma of Financial Planning, International Institute of Technology (2017); Advanced Diploma of Financial Planning, Mentor Education (2019); Self Managed Superannuation Funds (Personal Advice) Course, Mentor Education (2020); Master of Financial Planning, Kaplan Higher Education (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Lyle Evan Alexis Filer
Lyle Evan Alexis Filer is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Cairns North, Queensland (adviser number 000438486).
Lyle provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. The current authorisation started on 5 April 2023.
The register records 2013 as the year Lyle first provided financial advice. Qualifications and training on file include Australian Tax Law for Tax Agents Course (International Institute of Technology, 2017), Commercial Law for Tax Agents Course (International Institute of Technology, 2017) and Diploma of Financial Planning (International Institute of Technology, 2017). Lyle is recorded as a member of Financial Advice Association of Australia (FAAA).
Lyle is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Lyle Evan Alexis Filer a registered financial adviser?
Yes. Lyle Evan Alexis Filer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000438486.
Which licensee does Lyle Evan Alexis Filer work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Lyle Evan Alexis Filer give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.