Alex Butler – Financial Adviser
Adviser identifying number: 1001716
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: BAILLIEU HOLST LTD
Licence number: 245421
Licensee’s ABN: 74006519393
Licence controlled by:
The date the Financial Adviser commenced the appointment: 04/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BAILLIEU HOLST LTD
Authorised Representative identifying number: 245421
Authorised Representative’s ABN: 74006519393
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan Proefssional
- Bachelor of Economics – The University of Adelaide
- Certified Financial Planner (CFP) – Financial Planning Association of Australia (FPA)
- Certified Financial Planner (CFP?) – Financial Planning Association of Australia (FPA)
- Diploma of Financial Services (Financial Planning) – Finsia
- Margin Lending and Geared Investments – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Alex Butler is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Foreign Exchange Contracts
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services