Alexander Galvin

Name
Alexander Galvin
ID
470791
ABN
First Provided Advice
2015
Restrictions
Excluding Self Managed Superannuation Funds

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2011 - Bachelor of Commerce Marketing - Graduate Certificate (AQF 8) - Macquarie University
  • 2014 - FNS60410 Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
  • 2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
  • 2018 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Cobalt Advisers Pty Ltd (#512550)
Commenced
Sept. 1, 2020
Ceased
Dec. 30, 2021
Status
Ceased
Licence Holder
Cobalt Advisers Pty Ltd (#512550)
Commenced
March 26, 2022
Ceased
May 20, 2022
Status
Ceased
Licence Holder
Count Financial Limited (#227232)
Commenced
May 21, 2022
Ceased
Aug. 22, 2023
Status
Ceased
Licence Holder
Futuro Financial Services Pty Ltd (#238478)
Commenced
Sept. 25, 2023
Ceased
Nov. 10, 2023
Status
Ceased
Licence Holder
Link Advice Pty Ltd (#258145)
Commenced
March 20, 2024
Ceased
July 2, 2024
Status
Current
Licence Holder
Rivkin Wealth Advisors Pty ltd (#551201)
Commenced
July 3, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Crescere Partners Pty Ltd (#500640)
Commenced
Oct. 18, 2019
Ceased
March 24, 2020
Status
Ceased
Licence Holder
Findex Advice Services Pty Ltd (#243253)
Commenced
March 9, 2018
Ceased
Oct. 1, 2019
Status
Ceased
Licence Holder
Hillross Financial Services Limited (#232705)
Commenced
Dec. 23, 2014
Ceased
Feb. 8, 2016
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
May 25, 2016
Ceased
Feb. 23, 2018