Financial Adviser · MELBOURNE, VIC

Alexander Du Plessis

MELBOURNE, VIC

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000296767

Currently at

Lowe Lippmann Wealth Advisers

Melbourne, VIC (firm address)

View firm profile

Alexander Du Plessis is a financial adviser based in Melbourne, Victoria, with 23 years of experience in the financial services industry since 2003. Alexander is currently authorised under Lowe Lippmann Wealth Advisers. Alexander holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alexander's qualifications include a Master of Applied Finance from Kaplan Professional. Alexander is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

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

2004

Bachelor of Commerce

La Trobe University

2006

Graduate Diploma in Financial Planning

Finsia

2013

Master of Applied Finance

Kaplan Professional

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Lowe Lippmann Wealth Advisers Pty Ltd

Jan 2022 - Present Current

Hillross Financial Services Limited

Dec 2013 - Jan 2022 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Charter Financial Planning Limited

Oct 2012 - Dec 2013 Ceased

JIGSAW SUPPORT SERVICES PTY LIMITED

Jul 2011 - Oct 2012 Ceased

DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED

Dec 2010 - Jul 2011 Ceased

Source: ASIC Financial Advisers Register