Financial Adviser · NORWEST, NSW

Alan Michael Fox

NORWEST, NSW
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001271720
Currently at
Baulkham Hills, NSW (firm address)

About Alan Michael Fox

Alan Michael Fox is a financial adviser based in Norwest, New South Wales, with 8 years of experience in the financial services industry since 2018. Alan is currently authorised under Gcc Licensee. Alan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alan's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Alan 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

2006
Diploma of Financial Services (Financial Planning)
Tribeca
2020
Estate Planning
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
SMSF
Other - Heffron

Registration History

Oct 2024 - Present Current
Feb 2024 - Oct 2024 Ceased
A.C.N. 133 593 012 PTY LTD
Dec 2018 - Jan 2019 Ceased
Excludes SMSF

Source: ASIC Financial Advisers Register