Financial Adviser
· MELBOURNE, VIC
Alexander Bernshteyn
No disciplinary history on record with ASIC
MELBOURNE,
VIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270405
About Alexander Bernshteyn
Alexander Bernshteyn is a financial adviser based in Melbourne, Victoria, with 18 years of experience in the financial services industry since 2008. Alexander is currently authorised under National Planning Partners. Alexander holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alexander's qualifications include a Bachelor of Commerce from Deakin University.
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
2008
Bachelor of Commerce
Deakin University
2008
Diploma of Financial Services (Financial Planning)
Mentor Education
2009
Advanced Diploma of Financial Services
Pinnacle Academy
2012
Diploma of Financial Services (FMBM)
The Finance Institute
2013
SMSF Specialist
Kaplan
Registration History
NEXTGEN FINANCIAL GROUP PTY LTD
FINANCIAL SERVICES PARTNERS PTY LIMITED
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register