Financial Adviser · BUDERIM, QLD

Jody-ann Alexander

4 Years experience
Tax advice
authorised
Currently at
Upper Mount Gravatt, QLD
ASIC Registered · ADV 001295647

Jody-ann Alexander is a financial adviser based in Buderim, Queensland, with 4 years of experience in the financial services industry. Jody-ann is currently authorised under Miq Private Wealth Pty Ltd. Jody-ann 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 Bachelor of Commerce (Financial Planning) from University of the Sunshine Coast.

Authorised to Advise On

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

Restrictions: Excludes Derivatives, MDA Services, Standard Margin Lending Facility

Authorised to provide tax financial advice services

Qualifications and Training

2020
Bachelor of Commerce (Financial Planning)
University of the Sunshine Coast
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2024
SMSF Specialist Adviser
SMSF Association Limited

Registration History

Jun 2024 - Present Current
Excludes Derivatives, MDA Services, Standard Margin Lending Facility
FINANCIAL PLANNERS ALLIANCE PTY LTD
Jul 2023 - Jun 2024 Ceased
Apr 2023 - Jun 2023 Ceased
Jan 2023 - Mar 2023 Ceased
Mar 2022 - Mar 2023 Ceased

Source: ASIC Financial Advisers Register