Financial Adviser · BONDI JUNCTION, NSW

Alejandro Jimenez Valdivieso

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000340403

Alejandro Jimenez Valdivieso is a financial adviser based in Bondi Junction, New South Wales, with 17 years of experience in the financial services industry. Alejandro is currently authorised under Fts Financial Services Pty Ltd. Alejandro holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy Pty Ltd. Alejandro is a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2007
Diploma of Financial Services (Financial Planning)
Finsia
2009
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy Pty Ltd
2016
Determine Client requirements and expectations
Pinnacle
2016
Provide Advice in Margin Lending
Pinnacle
2016
Record & implement client instructions
Pinnacle

Registration History

Aug 2022 - Present Current
Aug 2021 - Aug 2022 Ceased
Mar 2016 - Aug 2021 Ceased
Nov 2014 - Dec 2016 Ceased
Sep 2013 - Nov 2014 Ceased
Jun 2013 - Sep 2013 Ceased
Nov 2011 - May 2013 Ceased
Nov 2009 - Sep 2013 Ceased
Aug 2009 - Nov 2009 Ceased

Source: ASIC Financial Advisers Register