Financial Adviser · PHILLIP, ACT

Alexis Cross

PHILLIP, ACT
1 Years experience
Tax advice
authorised
ASIC Registered · ADV 001314154
Currently at
Sydney, NSW (firm address)

About Alexis Cross

Alexis Cross is a financial adviser based in Phillip, Australian Capital Territory, with 1 year of experience in the financial services industry since 2025. Alexis is currently authorised under Financial Planning Advice Australia, operating through Keystone Wealth. Alexis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alexis holds a Bachelor of Commerce from Canberra 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

2023
Bachelor of Commerce
Canberra University

Registration History

Source: ASIC Financial Advisers Register