Financial Adviser
· BRISBANE CITY, QLD
Alexandra Carmen Plumb
No disciplinary history on record with ASIC
BRISBANE CITY,
QLD
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272445
About Alexandra Carmen Plumb
Alexandra Carmen Plumb is a financial adviser based in Brisbane City, Queensland, with 11 years of experience in the financial services industry since 2015. Alexandra is currently authorised under Vincents Advisory. Alexandra holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). Alexandra's qualifications include a Bachelor of Business from James Cook University. Alexandra is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Business
James Cook University
2014
Chartered Accountants Program
CAA/NZ (Chartered Accountants Australia & New Zealand)
2015
Diploma of Financial Planning
Kaplan Education Pty Ltd
2020
SMSF Specialist Advisor
SMSF Association
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
2025
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Ltd
Registration History
Source: ASIC Financial Advisers Register