ALEXANDRA JANE TRAHAIR

Financial Adviser · Newcastle, NSW

Registered

Registration Number

001297319

Registration Status

Registered

Location

Newcastle, NSW 4300

Providing Advice Since

2022

Registration Date

05/08/2024

Financial Services Licensee

FITZPATRICKS PRIVATE WEALTH PTY LTD

Licence #000247429

📚 Qualifications & Training

2019 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2021 - Tax and Commercial Law for Financial Planning - Other - Kaplan Higher Education
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education

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.