RACHAEL DE VOS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1997 - Bachelor of Business - Bachelor Degree (AQF 7) - UTS
1999 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants (ANZ)
2005 - Diploma of Financial Planning - Diploma (AQF 5) - FPA
2025 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.