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Alexandra Plumb

Associate Director, Superannuation Advisory & Financial Advisory


Email Alexandra (07) 3228 4025 Brisbane, Gold Coast

  • Accredited Aged Care Professional
  • SMSF Specialist Advisor
  • Tax (Financial) Adviser
  • Graduate Diploma Chartered Accountants Australia & New Zealand (CAANZ)
  • Diploma of Financial Planning
  • Bachelor of Business (Accountancy & Business Law) (James Cook University)
  • Authorised Representative (no. 1272445) of Vincents Advisory Pty Ltd ABN 79 125 596 349 AFSL no. 320580

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


Alexandra works with families to make informed choices and navigate the financial complexities of aged care. Her 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 also assists clients, financial advisers, lawyers, and accountants understand the intricacies of the superannuation environment. She has extensive knowledge of superannuation laws and compliance requirements. She can provide guidance and advice on administering and investing within SMSFs.

She ensures compliance with regulatory obligations are met and provide ongoing support to help clients maximise their retirement savings within the framework of a SMSF.


Alexandra joined Vincents in 2016 as a senior accountant in Superannuation Advisory and was appointed as Associate Director of the team in 2022. She has over 10 years’ experience working in taxation and superannuation for a number of accounting firms in regional and metropolitan Queensland.


Insights from Alexandra


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?


Individual vs Corporate Trustee


Aged care financial advice: what to consider