JESSICA ANNE ALVERS

Financial Adviser · Fortitude Valley, QLD

Registered

Registration Number

001245500

Registration Status

Registered

Location

Fortitude Valley, QLD 4006

Providing Advice Since

2016

Registration Date

22/07/2016

Financial Services Licensee

MATRIX PLANNING SOLUTIONS LIMITED

Licence #000238256

📚 Qualifications & Training

2015 - DIPLOMA OF FINANCIAL PLANNING FNS50611 - - KAPLAN
2016 - DFP5V1 TAX FOR FINANCIAL ADVISING - - KAPLAN
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

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.