Robert Percival Alexander
Financial Adviser in Rose Park, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000454675
- Location
- Rose Park SA 5067
- Licensee
- Concord Licensee Services Pty Ltd (AFSL 516107)
- Authorised since
- 31 August 2019
- First provided advice
- 2007
- Qualifications
- Postgraduate Diploma in Personal Financial Planning, The University of Waikato (2007); Certified Financial Planner (CFP), Financial Planning Association of Australia (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2021)
- 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
- Restriction
- Approved for:Advanced SecuritiesAged CareSMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Percival Alexander
Robert Percival Alexander is a financial adviser in Rose Park, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000454675.
Robert provides advice as an authorised representative of Concord Licensee Services Pty Ltd, which holds Australian financial services licence 516107. That authorisation dates from 31 August 2019.
The register records 2007 as the year Robert first provided financial advice. The qualifications listed for Robert include Postgraduate Diploma in Personal Financial Planning (The University of Waikato, 2007), Certified Financial Planner (CFP) (Financial Planning Association of Australia, 2014) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2021). 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.
A further restriction is recorded on the register: “Approved for:Advanced SecuritiesAged CareSMSF.”
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Questions people ask
Is Robert Percival Alexander a registered financial adviser?
Yes. Robert Percival Alexander is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000454675.
Which licensee does Robert Percival Alexander work under?
Concord Licensee Services Pty Ltd, Australian financial services licence 516107.
What can Robert Percival Alexander 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. It also records this restriction: "Approved for:Advanced SecuritiesAged CareSMSF."