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- Alejandro Jimenez Valdivieso
Alejandro Jimenez Valdivieso
- Name
- Alejandro Jimenez Valdivieso
- ID
- 340403
- ABN
- –
- First Provided Advice
- 2009
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2007 - Diploma of Financial Services (Financial Planning) - - Finsia
- 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Finsia Education
- 2009 - Advanced Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy Pty Ltd
- 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
- 2016 - Determine Client requirements and expectations - Other - Pinnacle
- 2016 - Provide Advice in Margin Lending - Other - Pinnacle
- 2016 - Record & implement client instructions - Other - Pinnacle
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
- Financial Planner AFP (FPA)
Licencee
- Status
- Current
- Licence Holder
- Fts Financial Services Pty ltd (#351527)
- Commenced
- Aug. 31, 2022
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Amp Financial Planning Pty Limited (#232706)
- Commenced
- Nov. 11, 2009
- Ceased
- Sept. 11, 2013
- Status
- Ceased
- Licence Holder
- Arete Risk & Insurance Partners Pty Ltd (#232703)
- Commenced
- June 13, 2013
- Ceased
- Sept. 11, 2013
- Status
- Ceased
- Licence Holder
- Arete Risk & Insurance Partners Pty Ltd (#232703)
- Commenced
- Nov. 30, 2011
- Ceased
- May 29, 2013
- Status
- Ceased
- Licence Holder
- Bridges Financial Services Pty Limited (#240837)
- Commenced
- Sept. 17, 2013
- Ceased
- Nov. 5, 2014
- Status
- Ceased
- Licence Holder
- Masu Financial Management Pty Ltd (#231140)
- Commenced
- Aug. 26, 2009
- Ceased
- Nov. 6, 2009
- Status
- Ceased
- Licence Holder
- National Australia Bank Limited (#230686)
- Commenced
- Nov. 24, 2014
- Ceased
- Dec. 19, 2016
- Status
- Ceased
- Licence Holder
- Psk Advisory Services Pty Ltd (#234656)
- Commenced
- March 29, 2016
- Ceased
- Aug. 9, 2021
- Status
- Ceased
- Licence Holder
- Switzer Financial Group Pty Ltd (#286531)
- Commenced
- Aug. 23, 2021
- Ceased
- Aug. 19, 2022