Alexandra Plumb

Alexandra

Associate Director – Superannuation Advisory
Superannuation Advisory
Superannuation & Retirement Planning

Expertise

Alexandra specialises in all aspects of Self-Managed Superannuation Funds (SMSFs). Her expertise includes taxation and administration of SMSFs, retirement planning, contribution strategies, limited recourse borrowing arrangements and reviewing investment structures to ensure legislative compliance.

Qualifications

  • Graduate Diploma Chartered Accountants Australia & New Zealand (CAANZ)
  • SMSF Specialist Advisor
  • Bachelor of Business (Accountancy & Business Law) (James Cook University)
  • Diploma of Financial Planning
  • Authorised Representative, Vincents Capital Management Pty Ltd ABN 40 010 855 991, Licence No 236608
  • Tax (Financial) Adviser

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.

Memberships

  • Chartered Accountants Australia & New Zealand (CAANZ)
  • SMSF Association – Member (Self-Managed Super Fund Association)

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