Alex Scarfone
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Alex Scarfone is an ASIC-registered financial adviser based in Miranda, NSW, dedicated to helping individuals and families achieve their financial goals. With a career spanning over two decades, Alex brings a wealth of experience and a commitment to providing tailored financial advice. He holds an Associate Diploma in Business from TAFE NSW (1994), a Diploma of Financial Planning from the Financial Planning Association (FPA) (2001), and is a Certified Financial Planner (CFP) also through the FPA (2001). Furthering his expertise, Alex also attained a Diploma of Financial Services (Financial Planning) from the Commonwealth Bank in 2004 and completed the Firstchoice Margin Lending Assessment with Colonial First State in 2007. Alex is a member of the Financial Advice Association of Australia (FAAA), a Certified Financial Planner with the FPA, and a member of the Financial Services Institute of Australasia (FINSIA). These memberships reflect his commitment to upholding the highest ethical and professional standards. As an authorized financial adviser, Alex can provide expert guidance on a wide range of financial products and services, including superannuation, insurance, wealth management, and retirement planning. He is also authorized to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance Ready to take control of your financial future? Contact Alex Scarfone today to schedule a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Alex Scarfone provide?
Alex Scarfone provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Alex Scarfone's qualifications?
Alex holds an Associate Diploma in Business, a Diploma of Financial Planning, is a Certified Financial Planner, and holds a Diploma of Financial Services (Financial Planning).
What can I expect during my first meeting with Alex?
During your initial consultation with Alex, you can expect a thorough discussion of your current financial situation, your financial goals, and your risk tolerance. This meeting will help Alex understand your needs and develop a tailored financial plan for you.
How does Alex Scarfone stay up-to-date with the latest financial regulations and market trends?
Alex maintains memberships with leading industry bodies such as the FAAA and FINSIA and participates in ongoing professional development to stay abreast of regulatory changes and market developments.
What is a Certified Financial Planner (CFP) and why is it important?
A Certified Financial Planner (CFP) designation signifies that Alex has met rigorous education, examination, and experience requirements, and adheres to a strict code of ethics. This ensures that he provides competent and ethical financial advice.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.