ALEJANDRO JIMENEZ VALDIVIESO
Financial Adviser · Bondi Junction, NSW
📚 Qualifications & Training
2007 - Diploma of Financial Services (Financial Planning) - - Finsia
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Finsia Education
2009 - Advanced Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy Pty Ltd
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
2016 - Determine Client requirements and expectations - Other - Pinnacle
2016 - Provide Advice in Margin Lending - Other - Pinnacle
2016 - Record & implement client instructions - Other - Pinnacle
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planner AFP (FPA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.