Financial Adviser · CARINGBAH, NSW

Alexandra Fay Homann

CARINGBAH, NSW

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 000466724

Currently at

Gabriel Financial Services

Sydney, NSW (firm address)

View firm profile

Alexandra Fay Homann is a financial adviser based in Caringbah, New South Wales, with 12 years of experience in the financial services industry since 2014. Alexandra is currently authorised under GPS Wealth, operating through Gabriel Financial Services. Alexandra holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alexandra's qualifications include a Bachelor of Commerce (Accounting and Finance) from University of New South Wales. Alexandra is a member of Institute of Chartered Accountants in Australia.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2001

Bachelor of Commerce (Accounting and Finance)

University of New South Wales

2003

Chartered Accountant (CA)

Chartered Accountants Australia & New Zealand (CA ANZ)

2013

Self-Managed Superannuation Funds

Kaplan Professional

2014

Diploma of Financial Planning

Kaplan Professional

2017

Advanced Diploma of Financial Planning

Kaplan Professional

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2026

RG146 Margin Lending

Financial Education

Registration History

GPS Wealth Ltd

Jul 2023 - Present Current

Madison Financial Group Pty Ltd

Jun 2019 - Jul 2023 Ceased

Standard Margin Lending FacilityManaged Discretionary Account Services

SECURITOR FINANCIAL GROUP PTY LIMITED

Oct 2014 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register