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Alexandra Plumb

Associate Director & Financial Advisor, Personal Injury

Contact

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)

Expertise

Alexandra is dedicated to helping individuals and their families navigate the financial complexities that come with major change and events in their lives.

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

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.

Background

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

 

Authorised Representative 1272445

Vincents lifeVantage and its advisers are authorised representatives of Vincents Advisory Pty Ltd AFS Licence 320 580 ABN 79 125 596 349

Insights from Alexandra

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An Easy Guide To Aged Care Fees

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Division 296 Tax & Implications for Personal Injury and Other Compensation Payments in Superannuation

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

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

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

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Aged care might not need a large lump sum