ASX Listed Product Accredited ( Investments and Securities)
2015 - 2015
Kaplan Higher Education
Graduate Dip of Financial Planning
Pinnacle Financial Services Academy
Self Managed Superannuation Fund
Kaplan Professional
Diploma of Financial Planning
The National Finance Institute
Certificate IV ( )
Western Sydney University
Bachelor of Applied Finance ( Financial Planning and Services)
Alex Sufi's Skills
Superannuation
Equities
Life Insurance
Income Protection
SMSF
Investments
Debt Management
Saving for Education
Managed Funds
Savings
Alex Sufi's Summary
Alex Sufi, based in Sydney, New South Wales, Australia, is currently a Senior Financial Advisor at Beta Wealth, bringing experience from previous roles at Commonwealth Bank, National Australia Bank, Emprada Financial Services and Amp Financial Planning. Alex Sufi holds a Masters in Financial Planning @ Kaplan Professional. With a robust skill set that includes Superannuation, Equities, Life Insurance, Income Protection, SMSF and more, Alex Sufi contributes valuable insights to the industry. Alex Sufi has 1 mobile phone number on RocketReach.