Financial Adviser
· MELBOURNE, VIC
Alex Porter
No disciplinary history on record with ASIC
MELBOURNE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271432
About Alex Porter
Alex Porter is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Alex is currently authorised under Lifewealth. Alex holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alex's qualifications include a Certified Financial Planner from Financial Advice Association of Australia (FAAA). Alex is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Commerce (Finance & Marketing)
Deakin University
2016
Diploma of Financial Planning
Kaplan Professional
2021
Certified Financial Planner
Financial Advice Association of Australia (FAAA)
2021
FPC002B Ethics & Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register