RACHEL LAFAZANIS
Financial Adviser · Manly Vale, NSW
📚 Qualifications & Training
1992 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - The University of New England
2008 - Diploma of Financial Planning - - Kaplan Professional
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2010 - Self Managed Superannuation Funds - Other - Kaplan Professional
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group
2025 - Commercial Law - Other - Kaplan Professional
2025 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Tax for Financial Advising - Other - Kaplan Professional
🏢 Professional Memberships
SMSF Professional Association of Australia (SPAA)
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.