Financial Adviser · MORNINGTON, VIC

Alexander John Screen

MORNINGTON, VIC
19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000469530
Currently at
Melbourne, VIC (firm address)

About Alexander John Screen

Alexander John Screen is a financial adviser based in Mornington, Victoria, with 19 years of experience in the financial services industry since 2007. Alexander is currently authorised under Capstone Financial Planning, operating through Exact Solutions. Alexander holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alexander's qualifications include a Bachelor of Applied Science Biochemistry/Chemistry from Swinburne Institute of Technology. Alexander 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

1989
Bachelor of Applied Science Biochemistry/Chemistry
Swinburne Institute of Technology
2007
Diploma of Financial Services (Financial Planning)
Mentor Education
2015
Accredited Listed Product Adviser Program
Kaplan Professional
2015
Advanced Diploma of Financial Planning
Mentor Education
2020
Self Managed Superannuation Fund
Kaplan Professional

Registration History

Dec 2020 - Present Current
Nov 2014 - Dec 2020 Ceased
Aug 2007 - Nov 2014 Ceased

Source: ASIC Financial Advisers Register