ALEXANDRA CARMEN PLUMB
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2010 - Bachelor of Business - Bachelor Degree (AQF 7) - James Cook University
2014 - Chartered Accountants Program - Professional Designations - CAA/NZ (Chartered Accountants Australia & New Zealand)
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd
2020 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
2025 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Ltd
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
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.