Alejandro Jimenez Valdivieso
Financial Adviser in Bondi Junction, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000340403
- Location
- Bondi Junction NSW 2022
- Licensee
- FTS Financial Services Pty Ltd (AFSL 351527)
- Authorised since
- 31 August 2022
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), Finsia (2007); Advanced Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy Pty Ltd (2009); Determine Client requirements and expectations, Pinnacle (2016); Provide Advice in Margin Lending, Pinnacle (2016); Record & implement client instructions, Pinnacle (2016)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planner AFP (FPA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Alejandro Jimenez Valdivieso
On the Financial Advisers Register kept by ASIC, Alejandro Jimenez Valdivieso appears as a current financial adviser in Bondi Junction, New South Wales, adviser number 000340403.
The licensee Alejandro advises under is FTS Financial Services Pty Ltd (AFS licence 351527). That authorisation dates from 31 August 2022.
The register records 2009 as the year Alejandro first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Finsia, 2007), Advanced Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy Pty Ltd, 2009) and Determine Client requirements and expectations (Pinnacle, 2016). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Alejandro Jimenez Valdivieso a registered financial adviser?
Yes. Alejandro Jimenez Valdivieso is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000340403.
Which licensee does Alejandro Jimenez Valdivieso work under?
FTS Financial Services Pty Ltd, Australian financial services licence 351527.
What can Alejandro Jimenez Valdivieso give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.