ALEXANDER BERNSHTEYN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2008 - Bachelor of Commerce - - Deakin University
2008 - Diploma of Financial Services (Financial Planning) - - Mentor Education
2009 - Advanced Diploma of Financial Services - - Pinnacle Academy
2012 - Diploma of Financial Services (FMBM) - - The Finance Institute
2013 - SMSF Specialist - - Kaplan
ℹ️ 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.