ALEXANDRA MARY JEFFERY

Financial Adviser ยท Brisbane City, QLD

Registered

Registration Number

001268207

Registration Status

Registered

Location

Brisbane City, QLD 4000

Providing Advice Since

2018

Registration Date

19/11/2020

Financial Services Licensee

AAN WEALTH MANAGEMENT PTY LTD

Licence #000517548

๐Ÿ“š Qualifications & Training

2016 - Bachelor of Laws - Bachelor Degree (AQF 7) - The University of Nottingham
2018 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology
2021 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

โ„น๏ธ 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.