Financial Adviser
· LUTWYCHE, QLD
Jessica Anne Alvers
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245500
Jessica Anne Alvers is a financial adviser based in Lutwyche, Queensland, with 10 years of experience in the financial services industry. Jessica is currently authorised under Kdm Financial And Estate Planning Pty Ltd. Jessica 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 Graduate Diploma of Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Margin Lending and Nil SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2015
DIPLOMA OF FINANCIAL PLANNING FNS50611
KAPLAN
2016
DFP5V1 TAX FOR FINANCIAL ADVISING
KAPLAN
2024
Graduate Diploma of Financial Planning
Kaplan
Registration History
Margin Lending and Nil SMSF
Excludes SMSF
Source: ASIC Financial Advisers Register