Financial Adviser · NORTH SYDNEY, NSW

Alexander Jon Jackson

NORTH SYDNEY, NSW

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001266950

Currently at

Grimsey Wealth (Nsw)

Melbourne, VIC (firm address)

View firm profile

About Alexander Jon Jackson

Alexander Jon Jackson is a financial adviser based in North Sydney, New South Wales, with 8 years of experience in the financial services industry since 2018. Alexander is currently authorised under Grimsey Wealth, operating through Grimsey Wealth (Nsw). Alexander holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alexander's qualifications include a Bachelor of Commerce (Banking and Finance) from Griffiths University. Alexander is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Derivatives

Authorised to provide tax financial advice services

Qualifications and Training

2007

Bachelor of Commerce (Banking and Finance)

Griffiths University

2011

FNS60404 Advanced Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy

2021

FPC006 Tax and Commerical Law for Financial Planning

Regulation & Legal Obligations - Kaplan Professional

2022

FPC002B Ethics and Proffessionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Grimsey Wealth Pty Ltd

Aug 2025 - Present Current

Derivatives

Grimsey Wealth Pty Ltd

Aug 2018 - Jul 2025 Ceased

Source: ASIC Financial Advisers Register