Jessica Alvers

Financial Adviser

Jes has been in the Financial Services Industry for over ten years.  She is passionate about helping clients achieve their goals, with a special interest in Aged Care advice. 

On the weekend she enjoys spending time with her Husband and their dog Luna.

Experience 

  • Financial Adviser at KDM Financial & Estate Planning, 2021 – Current 
  • Financial Adviser / Office Manager at GTM Financial Solutions, 2014 – 2021 
  • Financial Planning Officer at Absolute Financial Planning Solutions Pty Ltd, 2012 – 2014 
  • Administration Officer at Absolute Business Solutions Pty Ltd, 2011 – 2012 

Qualifications 

  • Accredited Aged Care Professional at Aged Care Steps 
  • Community Justice Services (Commissioner for Declarations) at TAFE Queensland 
  • Graduate Diploma of Financial Planning and Services at Kaplan Professional 
  • Diploma of Financial Services (Financial Planning) at Kaplan Professional 
  • Tax for Financial Planning at Kaplan Professional

Memberships 

  • Associate of Financial Planning Association of Australia (FPA) 
  • Tax (Financial) Adviser of Tax Practitioner Board (TPB) (No. 25971814)