Financial Adviser · MELBOURNE, VIC

Lindsay James Felsenthal

MELBOURNE, VIC
18 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002821
Currently at
Melbourne, VIC (firm address)

Lindsay James Felsenthal is a financial adviser based in Melbourne, Victoria, with 18 years of experience in the financial services industry since 2008. Lindsay is currently authorised under Annex Wealth Advisory. Lindsay holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lindsay's qualifications include a Certified Financial Planner from FPA. Lindsay is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: margin lending

Authorised to provide tax financial advice services

Qualifications and Training

2008
Bachelor of Commerce
Deakin University
2017
Certified Financial Planner
FPA
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Jul 2020 - Present Current
margin lending
Jan 2017 - Jul 2020 Ceased
Aug 2012 - Jan 2017 Ceased
Not authorised to provide personal advice on Securities; Standard Margin Lending.

Source: ASIC Financial Advisers Register