ALEXANDER MICHAEL HERBERT
Financial Adviser · Newcastle, NSW
📚 Qualifications & Training
2009 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Queensland
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2022 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2025 - Margin Lending Accreditition - Professional Designations - Kaplan Professional
2025 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.