RACHEL KNAUS

Financial Adviser ยท Charlestown, NSW

Registered

Registration Number

001237511

Registration Status

Registered

Location

Charlestown, NSW 2290

Providing Advice Since

2015

Registration Date

23/01/2017

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

๐Ÿ“š Qualifications & Training

2006 - Bachelor of Psychology with Honours - Bachelor Degree (AQF 7) - University of Newcastle
2014 - FNS60410 Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2018 - Self Managed Superannuation Funds - Other - Kaplan Professional
2019 - CFP Certification Program - Professional Designations - Financial Planning Association of Australia Limited
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

๐Ÿข Professional Memberships

Certified Financial Planner (CFP) of FPA Australia
Financial Advice Association of Australia (FAAA)

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.