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Alexandra Plumb

Associate Director & Financial Advisor, Personal Injury


Email Alexandra (07) 3228 4025 Brisbane, Gold Coast

  • Diploma of Financial Planning
  • Accredited Aged Care Professional
  • SMSF Specialist Advisor
  • Tax (Financial) Adviser
  • Graduate Diploma Chartered Accountants Australia & New Zealand (CAANZ)
  • Bachelor of Business (Accountancy & Business Law) (James Cook University)

  • Financial Planner AFP (Financial Advice Association Australia)
  • SMSF Specialist Adviser (SMSF Association)
  • Chartered Accountants Australia & New Zealand - Member (CAANZ)


Alexandra is dedicated to helping individuals and their families navigate the financial complexities that come with major change and events in their lives.  Whether that be with individuals who suffer serious and/or catastrophic health events or with families who have a loved one entering aged care.

Alexandra assists clients in the areas of financial strategies and advice, insurance and personal injury matters, superannuation advisory, and total & permanent disability (TPD) advice.

Her aged care and retirement living expertise encompasses various aspects, ranging from selecting the right care option, to cashflow analysis and age pension entitlement calculations to optimising investments and managing estate planning considerations.

Through comprehensive strategies, her aim is to maximise financial resources while minimising stress for families and individuals. She offers tailored solutions to address each client’s unique needs and goals, these solutions enable her clients and their families be empowered to make informed decisions.


Alexandra has over 10 years’ experience working in taxation and superannuation for a number of accounting firms in regional and metropolitan Queensland.  Since 2022, she has transitioned to giving financial advice specialising in aged care & retirement living and personal injury & compensation.

Insights from Alexandra


How to prepare for unexpected fees in residential aged-care?


Total & Permanent Disability (TPD) Case Study: Why engage a financial advisor?


Festive season signs: Is it time to consider aged care?


Aged care might not need a large lump sum


Aged care – are you prepared?


We have decided to establish an SMSF, now what?