RACHAEL MARY LOPEZ
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2000 - Bachelor of Commerce (with Distinction) - - University of Western Sydney
2002 - Diploma of Financial Planning - - Deakin University
2004 - Certified Financial Planner (CFP) Education Program - - Financial Planning Association of Australia (FPA)
2010 - DPML Margin Lending - - Pinnacle Financial Services Academy
2013 - Professional Diploma in Stockbroking - - Stockbrokers Association of Australia
🏢 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.