Financial Adviser
· CAIRNS NORTH, QLD
Lyle Evan Alexis Filer
No disciplinary history on record with ASIC
CAIRNS NORTH,
QLD
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000438486
About Lyle Evan Alexis Filer
Lyle Evan Alexis Filer is a financial adviser based in Cairns North, Queensland, with 13 years of experience in the financial services industry since 2013. Lyle is currently authorised under Alliance Wealth, operating through Direct Wealth. Lyle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lyle's qualifications include a Master of Financial Planning from Kaplan Higher Education. Lyle 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2017
Australian Tax Law for Tax Agents Course
International Institute of Technology
2017
Commercial Law for Tax Agents Course
International Institute of Technology
2017
Diploma of Financial Planning
International Institute of Technology
2019
Advanced Diploma of Financial Planning
Mentor Education
2020
Self Managed Superannuation Funds (Personal Advice) Course
Mentor Education
2022
Master of Financial Planning
Kaplan Higher Education
Registration History
A.C.N. 603 037 510 PTY LTD
SOLAR FINANCIAL ADVISORY PTY LTD
Source: ASIC Financial Advisers Register