Financial Adviser · MACKAY WEST, QLD

Alex Nathan Jorgensen

11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001238139

Alex Nathan Jorgensen is a financial adviser based in Mackay West, Queensland, with 11 years of experience in the financial services industry. Alex is currently authorised under Jic Adviser Network Pty Ltd. Alex 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 Griffith University.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2015
Diploma of Financial Planning
Australis College
2016
Graduate Certificate in Financial Planning
Griffith University
2019
Graduate Diploma of Financial Planning
Griffith University

Registration History

Nov 2024 - Present Current
Aug 2023 - Nov 2024 Ceased
Jul 2020 - Aug 2023 Ceased
FINCHOICE PTY LTD
Feb 2018 - May 2020 Ceased
AIW DEALER SERVICES PTY LTD
Dec 2015 - Jan 2018 Ceased
Not authorised to provide advice on Self-Managed Superannuation Funds

Source: ASIC Financial Advisers Register