Data sourced from ASIC Financial Advisers Register
Financial Adviser · SYDNEY, NSW

Alexis Jovic

11 Years experience
Tax advice
authorised
Currently at
H.e.s.t. Australia Ltd.
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001237550

Alexis Jovic is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Alexis is currently authorised under H.e.s.t. Australia Ltd.. Alexis holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Alexis is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Limited to providing financial advice limited to HESTA products

Authorised to provide tax financial advice services

Qualifications and Training

2013
Business Commerce (Applied Economics)
Western Sydney University
2015
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2015
RG146 Margin Lending
Kaplan Higher Education Pty Limited
2019
Tax for financial advising
Kaplan Higher Education Pty Limited
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

H.e.s.t. Australia Ltd.
Jul 2020 - Present Current
Limited to providing financial advice limited to HESTA products
National Australia Bank Limited
Nov 2015 - Dec 2019 Ceased

Source: ASIC Financial Advisers Register