Financial Adviser · VASSE, WA

Alexander Ross Eades

VASSE, WA

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 000250323

Currently at

Bay Wealth Holdings

Melbourne, VIC (firm address)

View firm profile

Alexander Ross Eades is a financial adviser based in Vasse, Western Australia, with 25 years of experience in the financial services industry since 2001. Alexander is currently authorised under Capstone Financial Planning, operating through Bay Wealth Holdings. 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 Advanced Diploma of Financial Services (Financial Planning) from Tribeca. 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2006

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2006

Diploma of Financial Services (Financial Planning)

Tribeca

2015

Cavendish & ICFS Specialist SMSF Course

The University of Adelaide

2015

TASA and the TPB Code of Professional Conduct

Kaplan Professional

2016

Fellow Chartered Financial Practitioner (FChFP)

Association of Financial Advisers

Registration History

Capstone Financial Planning Pty Ltd

Jul 2024 - Present Current

Count Financial Limited

Nov 2023 - Jul 2024 Ceased

AFFINIA FINANCIAL ADVISERS PTY LTD

Jun 2021 - Nov 2023 Ceased

Charter Financial Planning Limited

Sep 2012 - Feb 2020 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Jan 2004 - Sep 2012 Ceased

Source: ASIC Financial Advisers Register