Expertise

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.

Background

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.