Jessica Anne Alvers
Financial Adviser in Lutwyche, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001245500
- Location
- Lutwyche QLD 4030
- Licensee
- KDM Financial and Estate Planning Pty Ltd (AFSL 516642)
- Authorised since
- 8 November 2021
- First provided advice
- 2016
- Qualifications
- Diploma of Financial Planning FNS50611, KAPLAN (2015); DFP5V1 Tax for Financial Advising, KAPLAN (2016); Graduate Diploma of Financial Planning, Kaplan (2024)
- 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
- Restriction
- Margin Lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jessica Anne Alvers
Jessica Anne Alvers is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Lutwyche, Queensland (adviser number 001245500).
Jessica provides advice as an authorised representative of KDM Financial and Estate Planning Pty Ltd, which holds Australian financial services licence 516642. That authorisation dates from 8 November 2021.
The register records 2016 as the year Jessica first provided financial advice. The qualifications listed for Jessica include Diploma of Financial Planning FNS50611 (KAPLAN, 2015), DFP5V1 Tax for Financial Advising (KAPLAN, 2016) and Graduate Diploma of Financial Planning (Kaplan, 2024).
Jessica is authorised to advise 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.
A further restriction is recorded on the register: “Margin Lending.”
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Questions people ask
Is Jessica Anne Alvers a registered financial adviser?
Yes. Jessica Anne Alvers is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001245500.
Which licensee does Jessica Anne Alvers work under?
KDM Financial and Estate Planning Pty Ltd, Australian financial services licence 516642.
What can Jessica Anne Alvers 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. It also records this restriction: "Margin Lending."