Alexander Du Plessis
Financial Adviser in Melbourne, Victoria, Australia
Review Alexander Du Plessis
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000296767
- Location
- Melbourne VIC 3004
- Licensee
- Lowe Lippmann Wealth Advisers Pty Ltd (AFSL 526748)
- Authorised since
- 18 January 2022
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce, La Trobe University (2004); Graduate Diploma in Financial Planning, Finsia (2006); Master of Applied Finance, Kaplan Professional (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- CFP - Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Alexander Du Plessis
On the Financial Advisers Register kept by ASIC, Alexander Du Plessis appears as a current financial adviser in Melbourne, Victoria, adviser number 000296767.
Alexander provides advice as an authorised representative of Lowe Lippmann Wealth Advisers Pty Ltd, which holds Australian financial services licence 526748. The current authorisation started on 18 January 2022.
According to the register, Alexander first provided financial advice in 2003. Qualifications and training on file include Bachelor of Commerce (La Trobe University, 2004), Graduate Diploma in Financial Planning (Finsia, 2006) and Master of Applied Finance (Kaplan Professional, 2013). Professional memberships recorded: CFP – Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Alexander Du Plessis here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Alexander Du Plessis a registered financial adviser?
Yes. Alexander Du Plessis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000296767.
Which licensee does Alexander Du Plessis work under?
Lowe Lippmann Wealth Advisers Pty Ltd, Australian financial services licence 526748.
What can Alexander Du Plessis give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.