Financial Adviser
· MELBOURNE, VIC
Alice Jane Edwards
No disciplinary history on record with ASIC
MELBOURNE,
VIC
8
Years experience
ASIC Registered · ADV 001269229
About Alice Jane Edwards
Alice Jane Edwards is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Alice is currently authorised under Mutual Trust. Alice holds authorisations to advise on superannuation, managed investments, securities and deposit products. Alice's qualifications include a Bachelor of Arts from University of Melbourne.
Authorised to Advise On
Superannuation
Managed Investments
Securities
Deposit Products
Qualifications and Training
1985
Bachelor of Arts
University of Melbourne
1989
Graduate Diploma
Securities Institute
2004
Certified Financial Analyst
CFA Institute (AIMR)
2018
Diploma of Financial Planning
Kaplan
2022
Client Engagement Skills
Behavioural Finance - Kaplan
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2023
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2024
Investment Advice
Kaplan
2024
Superannuation and Retirement Advice
Kaplan
2025
Estate and Succession Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register