ALEXANDER LAURETI

Financial Adviser · Parramatta, NSW

Registered

Registration Number

001262455

Registration Status

Registered

Location

Parramatta, NSW 2150

Providing Advice Since

2018

Registration Date

07/03/2018

Financial Services Licensee

LIFESPAN FINANCIAL PLANNING PTY LTD

Licence #000229892

📚 Qualifications & Training

2006 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Western Sydney University
2009 - Certified Practising Accountant - Professional Designations - CPA
2016 - Diploma of Financial Planning - - CPA Australia
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd

🏢 Professional Memberships

CPA Australia (CPA)

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.