ALEX SCARFONE

Financial Adviser ยท Bronte, NSW

Registered

Registration Number

000298857

Registration Status

Registered

Location

Bronte, NSW 2024

Providing Advice Since

1997

Registration Date

09/03/2006

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

ABN (Australian Business Number)

65794571022

๐Ÿ“š Qualifications & Training

1994 - Associate Diploma in Business - Diploma (AQF 5) - TAFE NSW
2001 - Certified Financial Planner - Professional Designations - Financial Planning Association (FPA)
2001 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association (FPA)
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Commonwealth Bank
2007 - Firstchoice Margin Lending Assessment - Certificate (AQF 1-4) - Colonial First State

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
Financial Services Institute of Australasia (FINSIA)

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.