JENNY RACHMAT

Financial Adviser Β· Perth, WA

Registered

Registration Number

000299064

Registration Status

Registered

Location

Perth, WA 6000

Providing Advice Since

2006

Registration Date

05/05/2015

Financial Services Licensee

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Licence #000240813

πŸ“š Qualifications & Training

2005 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Macquarie University
2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Financial Services Institute of Australia
2013 - Certified Financial Planner - Professional Designations - Financial Planning Association
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)
The Tax Institute

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.