RACHAEL GREEN

Financial Adviser Β· Perth, WA

Registered

Registration Number

001006035

Registration Status

Registered

Location

Perth, WA 6000

Providing Advice Since

2007

Registration Date

03/12/2007

Financial Services Licensee

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Licence #000240813

πŸ“š Qualifications & Training

2005 - Bachelor of Business - Bachelor Degree (AQF 7) - La Trobe University
2007 - Certified Financial Planner Certification - Professional Designations - Financial Planning Association of Australia
2013 - Self Managed Superannuation Funds - Other - Kaplan Professional Education

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.