Financial Adviser · PIMPAMA, QLD

Albert Alexander Evans

PIMPAMA, QLD
17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000334102

Albert Alexander Evans is a financial adviser based in Pimpama, Queensland, with 17 years of experience in the financial services industry since 2009. Albert is currently authorised under Oracle Advisory Group, operating through The Trustee For Oracle Advisory Group Unit Trust. Albert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Albert's qualifications include a Bachelor of International Finance from Griffith 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

2006
Bachelor of International Finance
Griffith University
2008
Diploma of Financial services (Financial Planning)
Pinnacle Financial Services
2013
Advanced Diploma of Financial Planning
Kaplan Professional Education
2013
Diploma of Financial Planning
Kaplan Professional Education

Registration History

Mar 2023 - Present Current
Oct 2021 - Mar 2023 Ceased
Oct 2019 - Oct 2021 Ceased
Jul 2018 - Sep 2019 Ceased
Oct 2017 - Jun 2018 Ceased
ACN 128 650 037 PTY LIMITED
Feb 2015 - Sep 2017 Ceased
SUNCORP FINANCIAL SERVICES PTY LTD
Mar 2014 - Feb 2015 Ceased
Oct 2011 - Mar 2014 Ceased
May 2009 - Oct 2011 Ceased

Source: ASIC Financial Advisers Register