RACHAEL ANNE YURKO

Financial Adviser ยท Chevallum, QLD

Registered

Registration Number

000336473

Registration Status

Registered

Location

Chevallum, QLD 4555

Providing Advice Since

2009

Registration Date

03/12/2020

Financial Services Licensee

AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD

Licence #000389206

๐Ÿ“š Qualifications & Training

2009 - Life Insurance - - Mentor Education
2010 - Superannuation and Retirement Planning - - Kaplan
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
Success Women's Network

โ„น๏ธ 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.