Alexandra Jeffery

Senior Financial Adviser

Brief info

Authorised Representative No. 1268207

Memberships & Qualifications:

- Diploma of Financial Planning (RG146)
- Advanced Diploma of Financial Planning
- Bachelor of Laws

Alexandra is a dedicated and accomplished Financial Adviser who combines extensive formal qualifications and real-world experience to create intelligent and effective strategies to improve client’s financial wellbeing.

After completing her Law Degree from the University of Nottingham, Alexandra’s career transitioned from the legal realm to the dynamic world of financial planning after moving to Australia and working for a leading financial advisory firm. Fuelled by a passion for helping people, Alexandra redirected her professional focus towards financial services, winning accolades in investment research while simultaneously earning qualifications to become a licensed financial adviser. This shift allowed her to leverage her legal acumen, while developing a strong flair towards client-centric financial solutions.

Today, with over six years of demonstrated experience in the industry, Alexandra's unwavering commitment and desire to make a meaningful impact has propelled her to pursue further qualifications. She is currently completing a Masters in Financial Planning.

Alexandra's areas of expertise include superannuation, investment research, insurance and estate planning, whilst her professional strengths lie in her exceptional interpersonal skills. A warm, friendly, and optimistic demeanour enables Alexandra to forge genuine connections with her clients. With her caring nature, combined with a bubbly disposition, Alexandra thrives on transforming what can be perceived as a daunting experience – into an empowering journey for her clients.

Away from the office, you can find Alexandra cherishing time on the beach with her two dogs, exploring hiking trails, or enjoying the simplicity of camping with good mates in the great Aussie outdoors.