ALEXANDER ISAAC WOODGATE
Financial Adviser ยท West Perth, WA
๐ Qualifications & Training
1995 - Bachelor of Economics - Bachelor Degree (AQF 7) - Murdoch University
2002 - ASIC PS146 -Life Insurance - - ITC
2002 - Life Track - - Lumley Life Limited
2007 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - University of Western Sydney
2011 - Margin Lending & Geared Investments - - Kaplan Education
๐ข Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Financial Advice Association of Australia (FAAA)
โน๏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.