Your Adviser

Alex Scarfone is a Certified Financial Adviser and Authorised Representative of Lifespan Financial Planning Pty Ltd (Lifespan) and is Trading as Investment Advice Solutions ABN: 65 794 571 022 BN 98298958 NSW.

Your Adviser’s Authorisations

Alex is authorised to provide advice in relation to the following financial products:

  • Deposit and Payment Products
  • Government Debentures, Stocks or Bonds
  • Life Products
  • Managed Investment Schemes
  • Investments and funeral bonds
  • Retirement Savings Account Products
  • Securities
  • Superannuation including SMSF
  • Margin Lending

Alex is registered with the Tax Practitioners Board. This means that Alex can assist you in meeting your financial planning needs and objectives in these areas, which include personal insurances, saving and investment as well as superannuation, retirement planning strategies and tax (financial) advice.

Your Adviser’s Experience

Alex completed his secondary schooling in 1991 and has spent the last 23 years advising clients on all sorts of financial matters. Over that period of time Alex has completed a diploma of Business, Diploma of Financial Planning and achieved the internationally recognised Certified Financial Planner Status. The Certified Financial Planner Status is professionally recognised and is the highest level that a Financial Planner can achieve in this country.

Alex, also hold Senior Associate membership with Finsia and was involved in assisting Carlton and United Breweries with their restructure in 2004/2005.

Alex worked with the Commonwealth Bank of Australia for 11 years before deciding to commence his own advice practice under the Commonwealth Bank Subsidiary, Financial Wisdom. He was with this organisation for over 14 years Whilst in this role, Alex gained valuable experience advising hundreds of clients on a wide variety of financial planning issues and due to the closure of the Financial Wisdom Dealer Group left to join Lifespan. To put it quite simply, you are in good hands

Cost of Advisory Services

Alex may pay the person who referred you to us a fee or commission in relation to that referral. If the referrer receives a fee or commission, we will tell you in the Statement of Advice who will receive that fee or commission and the amount they will receive.

Refer to Financial Service Guide link below

Financial Service Guide Adviser Profile

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